Retired
You’ve worked hard throughout your career and now want to focus on sustaining your wealth and lifestyle. Elevation Wealth Partners works with retirees to help them enjoy the fruits of their labor, free from financial worries and investment concerns.
Key financial considerations typically include:
- Determining how much retirement income you can generate to maintain your desired lifestyle.
- Ensuring your retirement portfolio lasts throughout your lifetime.
- Minimizing taxes on your portfolio.
- Income and cash flow projections.
- Understanding what your health care costs and options might be, such as Medicare.
- Transferring wealth to your heirs in a tax-efficient manner.
- Simplifying your financial life for greater peace of mind.
- Growing your wealth while maintaining a level of risk that allows you to sleep soundly at night.
- Creating a lasting legacy for your loved ones.
- Understanding the financial impact of long-term care for your spouse.
At Elevation Wealth Partners, we provide clarity on these questions and many more. We will develop a personalized Financial & Retirement Income Plan for you, offering a year-by-year projection of how your assets and income will evolve over time, helping you make informed financial decisions with confidence.
