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We can help you create the life you want.

Having enough money to fund your retirement is important, but if

you haven't thought about what enjoying your life in retirement looks

like, you could be in for a big surprise. While many experience an

initial rush of happiness from having endless free time, that brief

period is often followed by the realization that there could likely

be decades of time to fill.

We will help you to get thinking about the people, places, and passions that are most important to you and how you can make sure you are creating a meaningful retirement surrounded by the people you love, doing the things you love.

Wellington Financial can help you...

Find Your People

Relationships and social connection are vital to well-being and happiness. We crave connection with other people. And for many of us, our social connections through adulthood are often the people we work with, the people we see every day for years and years.

So what happens when you stop working and you lose that daily connection - a huge network of social interaction? It can lead to feelings of isolation and loneliness.


Find Your Place

Another consideration for your overall well-being in retirement is the place you choose to spend it. Some will want to stay right where they are. Some will want to relocate.

But it's worth considering why you chose the place you currently live. Did your career take you there? Was it for your family? When you step back and examine it, perhaps you'll find that the reasons you chose that place won't necessarily apply to your circumstances in retirement.



Find Your Passion

What excites you? What brings you joy? Are there activities or ideas you have always wanted to explore but put off because your everyday responsibilities and commitments got in the way?

Some ideas will be instantly evident to you. They've been tumbling around in your mind for years. But what if there are things you don't even know you'd be passionate about? Passions you've yet to discover?

Let us help you explore retirement beyond financial planning. Contact us today!


Let us help you find your retirement path.

We are here to assist. Contact us by phone, email or via our social media channels.

Wellington Financial Strategies and Vanderbilt Financial Group are separate and unaffiliated entities.  

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions

Advisory Services offered through Vanderbilt Advisory Services 

Clearing agent: Fidelity Clearing & Custody Solutions 

Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit | | |

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.

This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced. 

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