Our Process and What We Do Different
Retirement should be a time of rest and recreation. You may wish to do many things in your retirement years—travel, take up a new hobby, or visit family—but the last thing you want to do is spend your days worrying about whether or not your money will last or if you’ve taken the right steps to protect your wealth. Instead, you should be enjoying this time, confident that all the work you put in during your working years will continue to pay off.
At Tranquility Path Investment Advisors, our goal is for you to feel confident about your retirement so you can enjoy it in peace, doing the things you want to do. Our approach to helping you reach your retirement goals is different from other advisors’ and is based on academic and Nobel Prize-winning strategies. Here’s more about our process and some of the things we do differently.
Who We Serve
We focus our efforts on serving the unique needs of pre-retirees, retirees, and those who have recently left full-time employment. In other words, our clients are entering the “distribution phase” of their financial life and want to be confident that their retirement plans and other investments will support their personal and family needs for years to come. Working with clients in this stage of life requires a specific skill set that is different from working with families and individuals whose objective is to accumulate assets. Our services are specialized in the area of retirement planning.
What sets us apart from other financial firms is our process and our commitment to helping our clients meet their retirement goals in a stress-free way. Working hard to make sure they trust us and feel comfortable with our solutions, our clients appreciate that we are not salesy or pushy, and we strive to demonstrate genuine care for them and their situation.
Our focus is on educating our clients so they feel confident that they have a solid retirement income plan with a high probability of success. We don’t just give advice or take over and manage everything for our clients, but we partner with them on their financial journey toward a peaceful retirement.
The Tranquility Path Difference
What we do differently is focus on the transition from the accumulation to the distribution phase of life. We walk our clients through this challenging and confusing time of receiving a regular paycheck to living off their investments. It can be difficult to let go of the comfort of a regular paycheck to a completely different way of receiving income. Our goal is for you to feel secure through this transition, confident knowing where your monthly income is coming from.
We also help with Social Security strategies and Medicare planning, as these are major factors to consider when planning for retirement. Most importantly, we strive to provide our clients with a sense of comfort and stability around their finances so they can enjoy their retirement years with minimal worry.
Putting It All Together
When it comes to planning for retirement, there are many pieces of the puzzle—and it can be a challenge trying to figure out how to put them all together. That’s why our team at Tranquility Path is here to help you look at the big picture of your financial life and develop a plan that meets your needs and goals. If you want to take the first step toward making your ideal retirement a reality, schedule an introductory meeting or reach us at (732) 856-4324.
Oscar Casas is the chief executive officer at Tranquility Path Investment Advisors, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. Oscar has over 10 years of experience helping clients plan for a confident retirement. He is known for being an empathetic and compassionate listener and for prioritizing his clients’ needs and goals above all else. He acts as a coach, advising his pre-retiree and retiree clients through all the ups and downs on their financial journey. He loves that he has the opportunity to make a difference in people’s lives and take some of the stress off their shoulders.
Oscar has a bachelor’s degree in finance, a master’s degree in personal financial planning, and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor℠, Master Planner Advanced StudiesSM and Accredited Behavioral Finance Professional℠ professional. When he’s not working, you can find him enjoying the outdoors with his three children. He is an avid tennis player who also loves golf, the beach, snowboarding, traveling, and volunteering with the Scouts.