Nearing Retirement
At Elevation Wealth Partners, we help you retire with confidence. We specialize in preparing you to transition from the workforce to the next exciting chapter of your life. Pre-retirees often come to us with concerns such as:
Individuals and families often seek our guidance on matters such as:
- At Elevation Wealth Partners, we help you retire with confidence. We specialize in preparing you to transition from the workforce to the next exciting chapter of your life. Pre-retirees often come to us with concerns such as:
- Evaluating if they are saving enough for their future.
- Determining the right time to retire.
- Understanding what their health care costs and options might be, such as Medicare.
- Deciding when to begin taking Social Security benefits.
- Knowing how much to allocate to income-producing investments.
- Assessing whether adjustments to their standard of living will be necessary.
- Exploring ways to tap into home equity if needed.
- Considering whether purchasing long-term care insurance is the right choice.
- Protecting and transferring their estate.
- Creating a lasting family legacy.
At Elevation Wealth Partners, we’ll develop a comprehensive financial plan that serves as a roadmap to retirement and beyond. We also create a personalized Investment Plan to manage your investments, addressing the three biggest threats to a long and enjoyable retirement:
Longevity Risk:
The danger of outliving your financial resources.
Inflation Risk:
The necessity of increasing your income annually to keep up with rising costs, especially in areas like healthcare.
Investment Risk
Striking the perfect balance in your investment mix is essential. Too much risk could lead to poor decisions during market downturns, while too little risk may result in running out of money or not having enough income to sustain your desired lifestyle.
With our guidance, you can face retirement with peace of mind, knowing that your financial future is secure.
