Plan for steady income, inflation protection, and peace of mind in retirement
What We Do
Retirement isn’t just about reaching a number—it’s about turning your savings into a reliable, lifelong paycheck. At Northern Edge, we specialize in designing retirement income plans that support your lifestyle today and adapt to the unknowns of tomorrow.
From Social Security timing to account withdrawals, tax efficiency to market resilience, we help you take control of your financial future.
The result? A clear, sustainable strategy built to last through retirement and beyond.
The Planning Process
Assess Your Financial Picture
We evaluate your savings, income sources, expenses, and lifestyle goals to understand what you’ll need—and what you already have.
Design a Cash Flow Strategy
We create a plan to convert your assets into steady, predictable income using a mix of withdrawals, Social Security, pensions, and investments.
Incorporate Inflation Protection
We model different scenarios to ensure your income keeps pace with rising costs—without sacrificing long-term sustainability.
Implement & Monitor
Your plan is actively managed and reviewed to reflect market changes, lifestyle updates, or evolving goals.
What You Can Expect
Effective retirement planning offers clarity and control during a critical life transition. With our approach, you’ll gain:
Predictable, sustainable income in retirement
Protection against inflation and rising expenses
Reduced risk of outliving your savings
A clear strategy that adapts as life changes
Confidence that you’re making the most of your retirement years
Questions?
How much do I need to retire comfortably?
It depends on your lifestyle, expenses, and income sources. We’ll help you define what “comfortable” means for you and build a plan around that.
It depends on your lifestyle, expenses, and income sources. We’ll help you define what “comfortable” means for you and build a plan around that.
What strategies do you use to protect against inflation?
We use diversified investments, income growth planning, and ongoing adjustments to help your money retain purchasing power over time.
We use diversified investments, income growth planning, and ongoing adjustments to help your money retain purchasing power over time.
How can I make sure I don’t run out of money?
We stress-test your plan against market declines, inflation, and longevity to build a strategy that prioritizes sustainability and flexibility.
We stress-test your plan against market declines, inflation, and longevity to build a strategy that prioritizes sustainability and flexibility.
When should I start planning for retirement?
The earlier, the better—but it’s never too late. Whether retirement is five years away or already here, we’ll meet you where you are.
The earlier, the better—but it’s never too late. Whether retirement is five years away or already here, we’ll meet you where you are.
