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Your RetireWise Path™

Here’s a closer look at what to expect when you embark on Your RetireWise Path™!

Creating

Your RetireWise Path™

Your RetireWise Path™ process will help us understand your unique journey and craft a plan that reflects it.

Discover

STEP 1

Let’s sit down, discuss your concerns and dream about what your ideal retirement could look like.

Design

STEP 2

Don’t let your hopes and dreams be wishful thinking. By using our custom process, Your RetireWise Path™, we will take complex situations and turn them into opportunities.

Build

STEP 3

We prepare a holistic, custom strategy that puts you on The Path of More—more of what you truly long for in retirement. Procrastination is the great killer of happiness.

Live

STEP 4

Stop worrying. Start living. We will help you stay on Your RetireWise Path™ by monitoring your plan and having regular updates.

HOW WE HELP

Planning for the
Path of More

The path of more freedom, more confidence and more meaningful experiences begins here. Using these key areas of retirement planning, we craft a holistic strategy designed to help you make the dreams you’ve worked so hard for a reality.

Income

We can help you develop reliable income to support your lifestyle:

  • Social Security claiming strategies
  • Strategies for protecting against inflation
  • Required Minimum Distribution (RMD) planning
  • Surviving spouse income plan
  • Pension plan optimization

Investments

We’ll talk risk tolerance, portfolio fees, volatility control and our comprehensive money management approach:
  • Institutional Portfolio Management
  • IRA, 401(k), 403(b), 457 plans
  • Trust and Brokerage account management
  • Portfolios designed to fit your timeframe and purpose
  • Evaluate ways to reduce risk

Tax

Strategies for minimizing taxes, including:
  • Where to draw income from to reduce your tax burden
  • Ways to include tax-deferred or tax-free money in your plan
  • Managing cost basis with tax loss harvesting strategies
  • Tax implications for a surviving spouse
  • Roth conversion planning

Health Care / Protection

We’ll create a plan designed to help you protect yourself against rising health care costs, including:
  • Medicare strategies
  • Review of property and casualty liability limits
  • Asset protection
  • Long Term Care planning

Legacy

It’s important that remaining assets go to beneficiaries instead of taxes. By working with a qualified Estate Planning Attorney, we can help you:
  • Maximize estate and income tax planning opportunities
  • Distribute assets to beneficiaries probate-free
  • Facilitate charitable giving and Qualified Charitable Distributions (QCDs)
  • With estate planning documents, i.e., Trust, Wills, Power of Attorneys, etc.

LET’S CONNECT

Start Building
Your Path