Comprehensive retirement planning solutions tailored to your vision of financial independence and lifestyle goals.
At Lachaise Investment Fund, we believe retirement planning is not just about numbers—it's about designing the life you envision for your golden years.
Our comprehensive approach integrates investment management, income planning, tax strategies, healthcare considerations, and legacy planning into a cohesive retirement blueprint.
We commit to creating retirement strategies that provide financial security and peace of mind throughout your retirement journey.
Retirement Success Rate
Years of Experience
Client Satisfaction
Clients who feel confident about their retirement
Clients who achieved their retirement income goals
A roadmap to financial independence at every stage of life
Building the foundation: Establish retirement accounts, develop savings habits, and take advantage of compounding growth.
Acceleration phase: Maximize retirement contributions, diversify investments, and plan for major expenses.
Final preparation: Fine-tune retirement projections, develop income strategy, and address healthcare planning.
Active retirement: Implement income plan, manage taxes, and enjoy your newfound freedom.
Legacy phase: Preserve assets, plan for healthcare needs, and create a lasting legacy.
Sustainable approaches to generating retirement income
Segments retirement assets into different time horizons to manage market volatility and provide liquidity.
Implements a disciplined withdrawal strategy based on portfolio value and market conditions.
Matches specific assets to specific time periods in retirement for predictable income streams.
Estimate your retirement savings needs and progress
You are on track for 78% of your retirement income goal
Key advantages of working with our retirement specialists
Strategies to maximize retirement income while minimizing tax liabilities.
Protect your retirement assets from market volatility and inflation.
Strategies for managing healthcare costs in retirement.
Optimize your housing situation for retirement needs and finances.
Maximize your Social Security benefits with strategic claiming strategies.
Preserve your wealth for future generations according to your wishes.
Schedule a consultation with our retirement specialists to create a personalized roadmap for your financial future.
+507 839-2964
retirement@LachaiseInvestment.com
We commit to helping you achieve a retirement that aligns with your dreams and financial security.