Retirement planning: Move confidently toward your financial future.
Retirement planning is an ever-evolving road of discovery. We’re here to make sure every step is fulfilling.
What stage are you in?
Pre-retiree
No matter where you are on your journey, it’s never too late to plan for retirement. We’ll help develop a personalized roadmap to get you there.
Retiree
Your retirement plan should evolve with you. Looking to stretch your savings longer, create more income, or plan for healthcare expenses? We’ve got you covered.
The biggest mistakes*
Haven’t saved enough to retire.
Didn’t start saving early enough.
Didn’t account for health issues affecting retirement age.
Took Social Security too early.
Achieve your financial fulfillment at any stage of life.
The definition of retirement has changed over the years and it continues to evolve. It’s no longer about a finish line, it’s about having the freedom and power to choose how you spend your time and your money.
The happiest retirees today are still working, volunteering, or coaching — doing what they love. Their secret is that they have put themselves in a position financially where they are in control of the decisions they make.
That freedom is liberating.
*NBER WORKING PAPER SERIES – “Financial Regret at Older Ages and Longevity Awareness”
Your future is more than a number.
While other financial planning companies ask, “what’s your number,” we ask questions like these:
- “What does your ideal retirement look like?”
- “Are you looking to stay in the area?”
- “What will you do with your new free time?”
- “Do you think you’ll want to stop working overall or switch careers/volunteer?”
- “When would you like to retire?”
- “How would buying a home/moving or paying for your children’s college affect your ability to retire?”
How a Facet membership works.
With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model means no commissions — ever.
1×1 support from a CFP® professional, backed by a team of experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
