Planning for retirement can be daunting, but Jonathan Moritz simplifies the process with his comprehensive retirement planning services. He takes the time to understand your lifestyle goals, financial situation, and risk tolerance. Jonathan will create a customized plan that outlines savings strategies, investment options, and withdrawal rates to ensure you maintain your desired standard of living during retirement. He is committed to helping you achieve financial independence, allowing you to focus on what truly matters—enjoying your life. With Jonathan by your side, you can confidently prepare for the next chapter of your life with peace of mind.

Get There Sooner, Not Just Eventually

As someone working toward early retirement myself, I understand both the math and the mindset behind it. Whether your goal is full financial independence or partial freedom to shift careers or reduce hours, I’ll help you build a roadmap to get there.

We Cover:

• FIRE or semi-FIRE planning
  
• Monthly contribution targets
  
• Investment returns modeling
  
• Cost of living and future expenses
  
• Risk-adjusted income planning
  
• Withdrawal strategies & tax optimization
  

“Retiring early isn’t about luck—it’s about leverage, structure, and clarity.”