Helping professionals transition into retirement is some of the most rewarding work we do. There’s nothing more fulfilling than helping you crystallize your vision for the future and aligning your finances to make it a reality. If you’re recently retired or within five years of your planned retirement, you can move forward with confidence knowing we’ve guided numerous others through this transition. We’ll help you prepare your investments for distributions, develop a tax-efficient withdrawal strategy, calculate your monthly safe spending rate, recommend a Social Security claiming approach, explore healthcare options, and more—ensuring you step into retirement with clarity and peace of mind.
Sample questions we have answered for other retiring professionals:
- When can I retire, and how much monthly income will I have to live on?
- How should I structure my investments to prepare for withdrawals in retirement?
- What’s the best tax-efficient strategy for withdrawing from my 401(k), IRA, and other accounts?
- How do I determine my safe spending rate to ensure I don’t outlive my savings?
- When should I claim Social Security to maximize my benefits?
- What healthcare options should I consider before and after Medicare eligibility?
- How do I transition from employer benefits to private or Medicare-based health coverage?
- Should I keep my employer-sponsored life insurance, or is private coverage a better option?
- How can I minimize taxes on my retirement income and legacy planning?
- What estate planning steps should I take to ensure my loved ones are financially secure