For Clients / Retirement Planning
Plan your retirement while it is still on the horizon.
Retirement planning at Acrylic looks at when you might stop working, where your income could come from, when to claim Social Security and what you expect to spend.
Now
What you spend, and what you save.
A retirement plan starts with today: your income, your expenses, how much you put away and how those savings are invested.
The change
When to stop working.
When you might stop working completely, and when to claim Social Security. Social Security planning is part of retirement planning at Acrylic.
The years after
Where your income comes from.
The sources of income you can draw on, where and how you want to live, and an estimate of future cash flows to see whether your income goal looks within reach.
Including the savings we do not hold.
We can also advise on savings held somewhere else, such as an account at another custodian or an employer-sponsored retirement plan, and help you choose among the investments that plan offers.
This advice has its own fee, set out in our Form ADV Part 2A brochure.
How it starts
- First, a conversation about where you are today and what you want retirement to look like.
- Then a written plan that works through each of these questions with you.
- After that, the choice is yours. You are under no obligation to act on a recommendation, or to act on it through us.
If you also choose ongoing portfolio management, your accounts are reviewed as markets and your circumstances change, retirement among them.
The terms, plainly
Fees
Retirement planning is part of our financial planning. Its fees are set out in our Form ADV Part 2A brochure. That brochure, dated March 3, 2026, states that there is no charge for an initial consultation and no account minimum for any of our services.
Conflicts
Form ADV Part 2A, Items 5 and 10, describes our conflicts of interest and how they are handled.
Standard
When providing advisory services through Acrylic, our advisors are held to a fiduciary standard. Some of our advisors are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Form CRS and Form ADV Part 2A explain how. Investing in securities involves a risk of loss.
Talk it through before you decide anything.
Book a time with our team and bring your questions. Our office is at 16930 E Palisades Blvd, Suite 125, Fountain Hills, Arizona.
Illustration. The dawn on this page is an illustration, not a projection of any outcome. Retirement planning services and fees are described in Acrylic Financial's Form ADV Part 2A.