Financial Planning for Retirees & Pre-Retirees
Let us help you put your best retirement plan forward so you can live your best life.
Every retiree will have different retirement objectives, time frames, legacy goals, asset levels/types, spending habits, and income sources as they head into retirement. For this reason, every retirement plan is unique and should be fully customized based on your goals and aspirations. Our number one priority is to ensure you are living your best pre-retiree and retiree life, and to provide you and your family peace of mind, knowing your entire financial picture is coordinated, strategically designed, and taken care of thoughtfully.
Our allWEALTH® Process in Serving You
- Understand your current situation and needs
- Propose an Action Plan to achieve your objectives
- Account paperwork
- Introduction to your service team
- Review Action Plan
- Propose custom investments to align with your risk profile, goals and values
- Thoughtfully transfer existing assets
- Set up online access to your client portal and personalized financial dashboard
- Continue financial plan gathering
- Further discuss your customized investment portfolio
- Start working on planning action items
- Dive deeper into financial and estate planning needs
- Coordination with other professionals regarding tax, legal, and fiduciary services
- Review investment reports
- Revisit financial plan action items and monitor progress
- As life and circumstances change, adjust plan and investments as needed
Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or sticking to a budget. It’s about aligning your wealth to fuel your life and legacy goals and all the financial considerations in between – retirement income, healthcare planning, estate and tax planning, and much more. Schedule your complimentary retirement review today.
Hear from our clients who we’ve helped retire with confidence:
Important Disclosure: The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Beacon Pointe has been managing my retirement accounts for close to 20 years. I credit them for helping me retire at only 57 years of age.
I have been with Beacon Pointe for years as was my mother. His advice and account management have given me the security I needed to know that my retirement was being carefully invested and constantly monitored. Thank you Beacon Pointe.
The people at Beacon Pointe managed our finances and especially our transition into retirement. I would recommend them to everyone. There’s a lot more to investing than buying some stocks and bonds and hoping for a reasonable result. The people at Beacon Pointe know how guide investments and they do it very well. They are available, they answer our questions and help fit our financial requirements to a chaotic, sometimes scary, market.
The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.
Resources & Articles
The 2025 Retirement Plan Annual Limits have been officially announced by the IRS. Below you will find a chart outlining…
The Beacon Pointe Income First Retirement Strategy is an investment strategy designed to help individuals live off their wealth for multiple decades, protect their…
A Roth IRA is an individual retirement plan in which assets grow tax-free and can be withdrawn tax-free in retirement. You can make a tremendous difference in your child’s financial security by…