Preparing for Retirement Shouldn't Be Stressful and Confusing

With Stage 2 Planning Partners, you don’t have to do it alone. We walk by your side as you go through all the stages of transition and help you stay comfortable with your financial and emotional decisions along the way.

Get our FREE Inforgraphic on the Stage 2 Investment Process

We don't want you to be stressed about your future

You want someone to help you understand your finances and be able to guide you to making wise decisions about your finances and investments.

We know that's just the beginning. The real work comes when it's time to start thinking about what your new life will look like after retirement. With our specialized training we can help you look out at the horizon, manage the messy times right after retirement and settle in to your new normal.

This is what we call managing the two sides of retirement.

twenty20_f582b6b4-c74a-484d-9467-376b7fb4f7fa

The Success Path to a Great Retirement

It's much easier than you thought.

Take incremental steps towards retirement.

Understand your finances know exactly where your money is coming from.

Have a partner who understands how transitions work to help guide you through the process.

Work with a thinking partner who helps you with your transition to retirement and doesn't just tell you what to do.

Understand your investments and how they'll support you once you retire.

Make you way through the stages of transition with someone who can help you figure out which stage you're in.

Make Adjusting to Retirement Simple

Talk to us.

We Want You To Be Successful With Both Sides of Retirement

Retirement planning is not only about the Benjamins. You do need to plan the financial side of retirement. You also need to plan the personal side.

When you don't plan well for both you often end up being less confident that you're making the right decisions. We don't want that to happen to you.

We want you to enter retirement knowing that you have enough financial assets and the life you'll be living will give you tons of joy.

We call this managing two sides of money. One side is the technical and financial side. The other is the emotional side. Both are equally important. When you ignore one, the other often goes out of whack.

We understand how important both sides are and want to talk besides you as you plan and implement your retirement plan.

Start with these three things

1. Make an appointment to talk to us.

This is always the starting point where we find out if we're right for each other.

2. Put a plan together

Your plan has two parts. First, there's the technical side. How much money you need and where it's going to come from.

3. Activate your plan

We'll be beside you every step of the way on your journey into and past retirement.

About Us

At Stage 2 Planning Partners, we understand that you’re the expert of your own life. You know what your goals are for the future, and it’s our job to help you get there. With over 70 years of combined experience helping individuals overcome economic and personal hardships, Stage 2 Planning Partners can help you plan for what’s next and make the best decisions for your personal goals. Schedule an appointment today to get started.

Quick Links

Contact Us

1233 Shelburne Road Suite E6

South Burlington VT 05403

802.846.1264

The Patrick Group, Inc. (DBA Stage 2 Planning Partners) is a registered investment adviser located in South Burlington, Vermont. The Patrick Group, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Patrick Group, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Patrick Group Inc.’s website should not be construed by any consumer and/or prospective client as The Patrick Group, Inc.’s solicitation to affect or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by The Patrick Group, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Patrick Group, Inc., please contact the state securities regulators for those states in which The Patrick Group, Inc. maintains a registration filing. A copy of The Patrick Group, Inc.’s current written disclosure statement discussing The Patrick Group, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from The Patrick Group, Inc. upon written request. The Patrick Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Patrick Group Inc.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The Patrick Group (DBA Stage 2 Planning Partners) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.