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Pre-retirees / Retirees

At Wealthwise Partners, we bring confidence to pre-retirees and retirees as they navigate the challenges of retirement. Through our Wealthwise discovery process, we listen carefully to clarify your unique situation and uncover your desired results. We’ll review your family values, background experiences, lifestyle, income needs, and unique retirement identity. Drawing upon our extensive experience with retirees and our willingness to establish genuine client relationships, we’ll personally prepare a plan that addresses your specific needs.

Whether you are striving to travel more, connect with family, sustain your lifestyle, transfer wealth to your children, or prepare for unexpected events, we will be there to guide you along the way. Our work with retirees centers around:

Holistic, Retiree-Centric  Planning

Advanced, tax-efficient Income Strategies

Professional Team Coordination

Holistic, Retiree-Centric Financial Planning

Unlike other advisors who focus primarily on the performance of their portfolios, we take a holistic, retiree-centric approach to financial planning. With your best-interests at the forefront, we customize a plan inclusive of the following:

  • One-page financial plan
  • Monitored financial planning checklist
  • Financial education for your children
  • Senior living considerations for aging loved ones

Advanced, Tax-Efficient Income Strategies

Using our proprietary RISE™ system, we help you identify, prioritize, and aim to achieve your retirement dreams with a focus on three goals: 1) provide confidence, 2) eliminate disruption in income, and 3) ensure that you don’t outlive your money. In an effort to maximize and stabilize your income over the course of retirement, we utilize the following:

  • Pre-retirement projections
  • Social security maximizer
  • Portfolio stress test for volatile markets
  • Tax-efficient distribution strategies

Professional Team Coordination

Unlike other financial advisors who simply refer you to outside advisors, we coordinate a team of professionals who all play a critical part in your retirement success. As we bring families together to organize financial documents and engage in generational wealth planning, we integrate and coordinate the expertise of the following professionals:

  • Tax professional
  • Estate planning / trust attorney
  • Insurance professional
  • Realtor

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