Financial Planning for Retirees & Pre-Retirees
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.
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.
Working with this team has allowed me to retire early. I don’t worry about money because the team put a plan in place with me that allows me to focus on other things in my life besides money.
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 2023 Retirement Plan Annual Limits have been officially announced by the IRS. Below you will find a chart outlining…
If you’re like most people, the goal of saving and investing is to eventually create an investment portfolio that can help support your lifestyle in retirement. The Beacon Pointe Income First Retirement Strategy is an investment strategy designed to help individuals live off their wealth for multiple decades, protect their assets, and leave a legacy for what is important to them.
