Retiring From The Skilled Trades?
Whether you're a plumber, pipefitter, electrician, or other skilled tradesman, you've spent years building your community.
Now it’s time to build the next chapter of your life with clarity, confidence, and a plan that finally makes sense for your world.
If you’re in the trades and you’re thinking about retirement, here’s the truth:
Your pension, your savings, and your retirement timeline don’t look like the average person’s.
Retiring from the skilled trades is different, your plan should be too.
Most financial advice is built for people with office jobs and a 401(k).
Not for people who:
work long hours on their feet
often retire before age 62
have pensions, annuities, supplements and 401(k)s that need to work together
have to think about how social security plays into their other retirement benefits
want to protect their spouse
don’t want to “hope” the money works
You need a plan built around your tools, your timeline, and your reality, not Wall Street’s.
The Back 9 Blueprint for Skilled Tradesmen:
A retirement plan designed for how YOU actually retire.
The Back 9 Blueprint is our step-by-step process that shows skilled trades workers:
how your pension and savings fit together
how to build your Income Reserve so you avoid having to sell during bad markets
how to protect against inflation when your pension won’t rise
how to choose the right survivor benefit strategy to get the most out of your pension
how to retire early without wrecking your future self
how to align pensions, savings, social security, taxes, healthcare, protection, and legacy into one clear plan
This isn’t an investment pitch.
It’s a clarity system.
What You’ll Walk Away With
✔ A clear strategy for how your pension + savings work together
No jargon. No complexity. Just clarity.
✔ Your personalized 3-Bucket Retirement Structure
Guaranteed Income, Income Reserve, Long-Term Growth.
✔ A simple step-by-step path from today to retirement day
Most skilled trades people never get this kind of roadmap.
✔ Answers to the questions that actually matter:
When can I retire without stressing about money?
How much can I spend and still be safe?
Should I choose 100%, 75%, or 50% survivor benefit?
What happens if I retire at 55? 58? 62?
How do I protect my spouse?
What do I do about the cost of living going up when my pension doesn’t?
✔ And most importantly: confidence.
The kind you feel when the guesswork is gone.
You’re Not Alone if You’re Wondering…
“Is my pension enough?”
“What if I retire before 59½?”
“What do I do with my 401(k), supplement, or annuity?”
“Will my spouse be okay if something happens to me?”
“What about health insurance?”
“How do I make all these pieces fit together?”
"What am I missing?"
These aren’t small questions.
And you shouldn’t have to answer them alone.
You won't get:
Generic advice or industry jargon.
Instead, you get:
- a process built for your timeline
- advice that respects the work you’ve put in
- planning designed for people like you
We wear jeans to work too.
No suits. No jargon. No judgment.
Just clarity.
Ready to see your Back 9 Blueprint?
Here’s what happens:
You book a short conversation to make sure what you need lines up with what we are good at.
We work through The Back 9 Blueprint Process together
I show you how your retirement pieces fit together
You get clarity. No pressure, no sales pitch
You built a life through hard work.
Now it’s time to enjoy it through smart planning.