People Approaching Retirement
For some people, retirement is spending time at the lake with their families, for others, it’s traveling the world to see as much as they can. Whatever retirement means to you, you need to know when you’re ready and how to get there. Our financial planners work with you, providing experience and guidance. Think of us like tour guides. We have helped hundreds of people like you make these once-in-a-lifetime decisions. When you’re ready to map out your ideal retirement, let’s talk.
We can help you:
- Create your personalized retirement roadmap
- Determine when the timing is right for you
- Generate consistent income from your investments
- Maximize your Social Security benefits
- Plan for future healthcare costs
The peace of mind that comes with knowing that you have a plan, and we will walk with you on the journey.
Curt had been investing on his own for some time but, between some significant market corrections and retirement on the horizon, the pressure on this time and mind was too much. We were able to provide Curt and his wife with a comprehensive plan for retirement, including a plan for them to maximize their Social Security benefits, HSA benefits for health care, and the steady risk management of their investments. Now they can enjoy the income without the hassle and stress.
Bob and Connie had been building their family business for decades. After a minor health issue, it was time to transition the business to new owners. Our team worked with Bob and Connie to navigate the sale of the business, reduce tax, and convert the assets into investments that will benefit the family for generations to come. Bob and Connie now get to enjoy time with their family (and winters where it’s warm!), while knowing their retirement and estate plans will stand the test of time.
The company benefit plan had changed again and Riley was frustrated with yet another plan to keep track of. Casey was starting a new job after 25 years with his former company. Tired of juggling all the statements, logins, and not feeling ready to retire, Casey and Riley met with our team to make sure they could retire when they wanted to -- and with the amount of money they need to maintain their active lifestyle. With a roadmap from their W&H advisor, and renewed focus, now they’re on mission!