Signature Moves – From Retirement Projections to Real-Life Possibilities
The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.
Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.
Meet Jeff Corliss, Wealth Advisor and Managing Director at Hightower Signature Wealth in Westport, CT
Signature Move
Helping people approaching retirement understand what their wealth can realistically support as they plan for life’s milestones, changing needs, and future priorities.
Who This is For
You may have an idea of what you want retirement to look like, but there are still plenty of unknowns. How much will you need? What can you comfortably spend? And what happens if life doesn’t go as planned?
- You want to understand whether your savings and investments can support the lifestyle you envision, whether that means retiring early, working less, traveling more or pursuing new interests.
- You’re considering how to support loved ones or contribute to causes you care about while remaining mindful of your own financial needs.
- You recognize that retirement could last several decades and want a plan that accounts for changing needs, market conditions, and other unexpected life events.
You’re looking for an advisor who will take a thorough look at your financial situation, help you understand the implications of different choices and identify potential risks you may not have considered.
Where You Are Today
You may feel financially prepared for retirement, but there are still decisions that aren’t easy to evaluate. What seems affordable today may look different when you consider how your needs and circumstances could change.
What You’re Going Through
A retirement plan can look good on paper, but the numbers are only as useful as the assumptions behind them. It’s important to consider what could change and how those changes might affect your financial future.
- Even small differences in investment returns, spending or retirement timing can have meaningful implications when projected over several decades.
- Important details can be easy to overlook, including insurance coverage, taxes, asset ownership and other considerations that could affect your financial security.
- You may have several ways to accomplish a goal, but understanding the financial trade-offs of each option can be difficult without seeing how they could play out over time.
The goal isn’t to account for every possible outcome. It’s to understand the risks, weigh your options, and make decisions with a realistic view of what your future could look like.
Jeff’s 3-Step Approach
1. Look at the full picture – bring together your investments, income, expenses, taxes, insurance, and other financial considerations to understand where you stand, identify potential blind spots and establish what you want retirement to look like.
2. Test the possibilities – model how different life decisions and milestones, from retiring early and purchasing a second home to helping grandchildren with education, increasing charitable giving, or supporting a growing family, could affect your finances over time.
3. Plan, revisit and adapt – put a strategy in place based on your priorities and the options you’ve considered, then regularly revisit your plan as your needs, goals and circumstances change.
Signature Perspective
“My job isn’t to tell you how to live your life. It’s to show you what your options look like, what each could mean for your future and to help you make decisions with your eyes open.”
What You’ll Experience
- Honest conversations about what’s realistic, including when a decision may require difficult trade-offs or adjustments to your plans
- Planning that reflects your definition of retirement, whether that means stepping away from work, pursuing new interests, or simply knowing you have options
- A long-term relationship built on trust, responsiveness and follow-through, with an advisor who stays involved as your needs and circumstances change
Where You’ll Be Tomorrow
You move from wondering how retirement might unfold to having a thoughtful plan that accounts for the choices, milestones, and changes ahead.
Connect With Jeff
If you’re looking for thoughtful retirement planning, talk with Jeff.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
Find answers to your questions about Hightower Signature Wealth
Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.
Hightower Signature Wealth provides a broad range of wealth management services designed to address different aspects of your financial life. Our capabilities include investment management, financial planning, retirement planning, estate strategies, insurance and risk management, banking solutions, and charitable giving strategies. By considering these areas together, our advisors can develop a coordinated approach based on your goals, priorities, financial circumstances, and plans for the future.
Hightower Signature Wealth advisors work with a broad range of clients, including women, families, business owners, professionals, retirees, and high-net-worth individuals navigating major life or financial transitions. Rather than applying a generic playbook, each advisor tailors the plan to a client’s specific goals and current stage of life – from early-career decisions to multigenerational wealth transfer.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
Hightower Signature Wealth has more than 40 offices nationwide, allowing our advisors to serve individuals, families, and organizations across the country. Depending on your location and preferences, you may be able to work with an advisor locally or connect with a team in another market. Visit our Locations page to explore our office locations, learn more about the teams in each market, and find an office near you.
Getting started with Hightower Signature Wealth is simple. Complete our online contact form with some basic information about yourself and what you are looking for, and we’ll connect you with an advisor who can discuss your needs and financial priorities. That initial conversation is an opportunity to learn more about our approach, ask questions, and determine whether working with a Hightower Signature Wealth advisor may be a good fit.
Your first conversation is an opportunity for us to learn more about you, your financial circumstances, and what you hope to accomplish. An advisor may ask about your goals, current investments, family considerations, business interests, and other priorities that could influence your financial plan. You’ll also have an opportunity to ask questions, learn about our approach, and discuss what working together could look like.
