Planning for
Pre-Retirees
As retirement approaches, financial decisions become more impactful.
We help pre-retirees transition from building wealth to preparing for income with clarity and confidence.
• Determining retirement readiness
• Timing Social Security and pensions
• Managing taxes in peak earning years
• Deciding when and how to retire
• Aligning investments with retirement goals
• Healthcare planning considerations• Income sustainability
• Tax efficiency
• Risk management
• Clear retirement timelines
• Confidence in decisions• Build retirement income projections
• Coordinate tax planning before retirement
• Align investment strategy with income needs
• Help plan the transition from work to retirement
• Provide ongoing guidance as retirementapproaches