Nearing Retirement

Building deep relationships with you and your family takes time and trust. As your Wealth Advisor, we combine the strength of our team members to help you manage your wealth – whether you’re living in retirement, planning on retirement or just starting out.AAA Pre retirement.jpg

With retirement approaching, plans must be adjusted and strategies put in place to provide you with the retirement income you need. We work with you to help you address many important questions:

  • As we approach retirement, how should we adjust our savings plan to optimize income in retirement?

  • How do we incorporate the timing and options of pension and social security income streams into our planning?

  • How do we prepare for health care costs in retirement?

  • Should I enroll in the Traditional Medicare option or the Medicare Advantage?

  • Can we reduce market volatility as we approach retirement?

  • How do we incorporate the effects of inflation on our retirement spending needs?

  • How do we prioritize our goals and ideal retirement scenario into a cohesive retirement plan?



Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Learn how we can help make your complex financial life easy.

Please email us if you’d like to talk.