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A 5 YEAR TRAVEL PLAN

Travel experiences create life's most treasured memories.

Is traveling one of the top items on your bucket list?

Traveling during retirement may look very different from how you've traveled in the past. 

Do you have a plan? Do you know where you'd like to travel and how much it will cost you? A 5 Year Travel Plan ensures your retirement is properly funded for how you want to travel.

We work with clients to develop a 5 Year Travel Plan

  • An in-depth consultation allows us to discover your interests and passions.

  • Then we prepare a custom plan including cost estimates, destinations, and experiences.

  • This will allow you to have clarity and control over how you want to travel during retirement.

 

Your Financial Advisor will incorporate this into your overall Financial Plan to ensure you can make your travel dreams a reality.

Below are just some examples of how you can travel during retirement...

BORDEAUX WINE CRUISE

Iconic châteaux, timeless vineyards and delicious wine tastings are plentiful as you sail along the Bordeaux region of France. This trip is a must for anyone interested in the best of French culture, lifestyle, wine and food. We also design a pre and post package so you can discover even more during your European journey.

 
BEST TIME OF THE YEAR TO VISIT​

Spring and Fall are the ideal times to visit the Bordeaux region.

 

UNIQUE EXPERIENCES
  • Explore charming towns with cobblestone streets lined with bakeries and wine shops

  • Meet winemakers and tour some of the world’s renowned wineries

  • Enjoy a wine-pairing lunch at a French châteaux

  • Experience French life with world-class wines, rich cognacs, and sunset cocktails

  • Enjoy daily visits to the area’s finest estates for intimate wine tastings

  • Join a bicycle tour through the vineyards

  • Marvel at the spectacular scenery along the river as you glide in your luxurious floating boutique hotel

ITINERARY OVERVIEW

Arrive in Bordeaux and be whisked away to check into your luxurious floating boutique hotel. Throughout your journey you will be treated to a grand display of culinary magic. Taste regional delights and delve deeply into the region’s wines. Taste famous vintages; visit cellars where you’ll savor the world’s most highly rated wines. Meet the winemakers and enjoy wine-pairing lunches. Discover the douceur de vivre (sweet life) for which this region is known. Experience the Bordeaux region while being pampered in your all-inclusive boutique river cruise.

EXPERIENCE AFRICA

Visiting Africa is a life changing experience. From the wildlife, the mountains, the wine regions, the beautiful and vibrant Cape Town, Africa is a traveler's and photographer's dream destination. Africa represents... Experiences, Adventure, Relaxation

 
BEST TIME OF THE YEAR TO VISIT​

In general, June through October is the best time for seeing the most animals on your safari experience.

 

UNIQUE EXPERIENCES
  • Wake up in your luxurious Safari Lodge to the most spectacular scenery of the Serengeti, private pools, fine dining, and an exceptional spa

  • Enjoy a private candle lit dinner in the savannah, under the star-studded African sky

  • Explore vibrant Cape Town and the nearby Winelands... you will never be bored in Africa's most cosmopolitan city... hike a mountain, relax on the beach, or discover its culinary delights

  • A guided tour on bike or horseback between the wine estates of the Winelands is the perfect way to explore this region's spectacular countryside

  • Pamper yourself with a stay in one of the islands off the coast of Africa... enjoy fascinating history, luxury accommodations, and pristine beaches

ITINERARY OVERVIEW

Begin your journey in with daily private safari experiences for the most unique game-viewing where your guide will ensure you get the most out of your drive. After a few days continue to visit Cape Town, one of the world's most vibrant cities. Cape Town is surrounded by mountains, beaches, and vineyards. For the perfect ending to your African dream vacation, finish your journey with several nights of relaxation at one of the exclusive islands off the coast of Africa. The breathtaking natural beauty, pristine beaches, luxurious accommodations and adventure activities are the perfect ending to your African journey.

TAKE THE KIDS & GRANDKIDS TO ITALY

Italy is home to historical sites, world class cuisine, perfect for lingering among some of the most picturesque cities in the world, discovering age-old traditions, and savoring the finer things in life. Italy is the perfect destination for creating memories with your children and grandchildren. The destination is so family friendly ensuring everyone will treasure the experiences.

 
BEST TIME OF THE YEAR TO VISIT​

Spring through Fall is the best time to visit Italy. July and August are the warmest and busiest months.

 

UNIQUE EXPERIENCES
​​
  • Enjoy a private boat tour of the magical Venetian islands

  • Create a souvenir the entire family will love... a private mosaic making experience in a charming workshop

  • Hike to castles in Tuscany and visit local wineries in famous wine regions

  • Savor local Italian favorites on a food tour... prosciutto, pecorino cheese and infinite variety of breads and salamis

  • Under the guidance of an Italian chef, make pizza from scratch and top it with your favorite ingredients before feasting on the fruits of your labor

  • Experience a private boat tour exploring the Amalfi Coast

ITINERARY OVERVIEW

Arrive in Venice for your Italian adventure. Enjoy getting lost in the Venetian alleyways to experience the real Venice. Your private boat ride will take you to the most magical Venetian islands where you will learn the history of this area. As you continue to Florence, enjoy the area's culinary treasures and experience a day exploring Tuscany's castles and vineyards. Visit the iconic sites in Rome as your family creates incredible memories together. Then head down to the Amalfi Coast to discover coastal towns with the most spectacular scenery.

 

TRAVEL THE WORLD ON A CRUISE

Set sail from New York on this 6-month cruise around the world. Head south to the Caribbean before crossing the impressive Panama Canal. Then continue to the Hawaiian islands and South Pacific. Explore Australia and New Zealand. Enjoy unforgettable experiences across Asia. Sail the Mediterranean Sea and the British Isles. Canada’s towering cliffs and charming towns round out the journey before your return to New York.

 
BEST TIME OF THE YEAR TO VISIT​

World cruises depart in January and sail for 6 months. 

 

UNIQUE EXPERIENCES
  • 38 countries

  • Overnights in Bali (Benoa), Tokyo, Hong Kong, Saigon (Ho Chi Minh City), Bangkok, Luxor (Safaga), Jerusalem (Haifa), Lisbon and Bordeaux

  • 2 overnights in Shanghai and Rangoon

  • Visits to Honolulu, Brisbane, Seoul, Cochin, Rhodes, Bilbao, Dublin and more

  • Pass through the Panama Canal, Suez Canal, Strait of Gibraltar and English Channel

ITINERARY OVERVIEW

Sail for 180 days from Miami to New York. Sail south to the Caribbean, Central & South America, then to California and the Pacific Ocean. Continue to Hawaii, French Polynesia, and Fiji, Australia, Indonesia and the Philippines. China, Japan, South Korea, Thailand, India, Dubai, Egypt, and Israel before entering the Mediterranean Sea and exploring Greece, Italy, Spain, Portugal, France, and Ireland. Lastly, a few stops in Canada before returning to New York.

READY TO DEVELOP A 5 YEAR PLAN FOR HOW YOU WANT TO EXPERIENCE THE WORLD?