Retirement Planning

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At Wealth Analytics our goal is to help you create the most enjoyable stage of your life’s journey.

How? We provide you with a range of fee-only financial planning and investment management services:

Retirement Planning

We specialize in helping people who have worked hard all their lives transition to retirement. Are you financially ready for a life where work is optional? What kind of lifestyle can you afford, and how can you make the most of your hard-won nest egg?

Click here to schedule your FREE retirement readiness evaluation

Planning Retirement Includes:

  • Building a model of expected expenses and income in retirement
  • Coordinating all of the client’s financial resources, including but not limited to investments, pensions, 401k retirement plans, IRA’s, and savings accounts
  • Determining a sustainable rate of withdrawal from the entire portfolio of investments and meeting IRA required minimum distributions
  • Evaluating strategies for taking Social Security
  • Analyzing the need for long-term care insurance
  • Monitoring and updating the plan as needed
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It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.

Mitch Anthony - Author of The New Retirementality
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