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Redefining What it Means to Retire

The Platinum YearsSM offers invaluable education about personal transition planning to Baby Boomers at a crucial life stage.

Personal transition planning is essential for a successful future, yet many Baby Boomers including highly educated business owners, executives, and professionals often fail to plan effectively, due to limited thinking and uncharted territory. With the growing wave of baby boomers getting ready to leave their careers or companies, but not wanting to retire in the traditional sense, Successful Transition Planning Institute is redefining what it means to retire.


Our Approach

The Platinum YearsSM programs were developed by the Successful Transition Planning Institute (STPI). They take a cognitive approach to the challenge of planning and determining what clients should do with the next third of their lives, specifically targeting the often overlooked “logic” and “heart” issues that can show up as “hurdles” during the transition from a career of business. Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help clients successfully answer the “what next?” question.

Our Experience

With over 20 years of experience in helping business owners, executives and professionals, Successful Transition Planning Institute’s proprietary programs are based on over 25 years of research and development.

We help clients:

Achieve clarity

Explore new opportunities

Find new meaning

Discover a new sense of purpose