Services by theretirement guys...

Specializing in the income stage of retirement, The Retirement Guys can assist you with distribution and reallocation of your retirement savings in the most tax efficient manner, reduce or eliminate unnecessary fees, helping you keep more of your money and plan for income throughout your retirement years.

Protection – making sure that your plan can withstand the unexpected.

  • Review and analyze your financial position.
  • Identify any risk exposures and recommend solutions.

Estate Planning – providing guidance to help you get your financial affairs in order.

  • Review and analyze your assets for proper ownership and beneficiaries.
  • Consult and coordinate your plan with your attorney, CPA, and insurance agent.
  • Help to manage the financial impact of lifestyle changes (death, divorce, disability, health).

Retirement Income Planning – strategizing so that your retirement income and assets last a lifetime.

  • Determine how much to withdraw and the order of accounts to withdraw from.
  • Assist you in selecting investment options with your 401(k), 403(b), or other retirement plan.

Taxes – maximizing what you earn by minimizing what you owe.

  • Recommend tax strategies to minimize your taxes.
  • Consult and coordinate your financial plan with your CPA/tax preparer.

Investments – focusing on the growth and management of your portfolio.

  • Establish how and how much to save.
  • Monitor investment performance compared to investments in the same class.
  • Actively manage and rebalance your portfolio to help reduce risk.

If the answer to the question is “no”, we urge you to call us. We provide truly thorough and conscientious wealth management for families. We are referred to people who prefer comprehensive wealth management.





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