Pre-Retirees and Retirees

Pre-retirees and Retirees

You’ve worked all of your adult life. You’re a pre-retiree nearing retirement or a retiree in retirement and investment management has become increasingly complicated. So have the planning decisions. You’ve accumulated substantial assets, you want to enjoy them, but have some concern about the efficiencies in your distribution strategy. You’ve recognized an objective and professional perspective is likely appropriate for several reasons.

As a pre-retiree or retiree, your concerns may include some or all the following:

Financial Planning and Investment Management

  • Income Planning
  • Retirement and Brokerage Accounts
  • Real Estate: Primary Residence and Investment Properties
  • Distribution Strategies
  • Social Security Planning
  • Medicare
  • Aging with Dignity

Tax Planning

  • Managing Distributions Tax Efficiently
  • Deduction Considerations
  • Estate & Probate Tax Considerations

Estate Planning

  • Trust Considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Gifting Strategies

Risk Management & Asset Protection

  • Needed coverage for untimely death or long term care
  • Wealth transfer
  • Aligning your comfort of risk to your investment portfolio

Next Steps

If you’re ready to have a conversation, you can schedule a 15-minute call with me. If you’re not ready to schedule a 15-minute introductory call, that’s okay. I understand everyone needs to move at a pace they are comfortable with. If you’re not ready to dive right in, here’s the path many of my clients have followed;

  1. Learn More About Who I Am And How I Work With Clients
  2. Subscribe to the Blog
  3. Schedule a 15-Minute Call to Get to Know Each other

Learn More About Who I Am And How I Work With Clients

My Bio and My Most Read Blogs About My Prior Job (Army Diver) Part 1 & Part 2
My Financial Planning Philosophy
My Investing Philosophy
How I Work With Clients


Subscribe to the Blog

If after reading about me and how I work with clients you’re still not ready to schedule a call, subscribe to my blog. I regularly write content that I’m sure you will find useful. And don’t worry, my goal is to inform and educate my clients and subscribers, not to spam your inbox!


Schedule a 15-Minute Phone Call

You’ve read about me, you’ve subscribed to the blog, and now you’re ready to talk. This call is nothing more than getting to know each other. I want you to ask me the questions that will let you know I would be a good fit for you and your family. I’m going to ask you questions to make sure my expertise aligns with your needs. If after our conversation we feel that we should continue the dialogue, we’ll schedule time to have a more in-depth, fact-finding meeting. You can use the scheduling tool below to pick a time and date that is most convenient for you. I look forward to hearing from you!