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Financial Planning for Retirees and Pre-Retirees

Being financially secure is more than knowing your risk tolerance, having an investment portfolio, 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. 
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Our allWEALTH® Process to Serve you

Prioritizing Your Retirement

Every retiree will have different retirement objectives, time frames, legacy goals, asset levels and types, spending habits, and income sources as they head into retirement. For this reason, every retirement plan is unique and should be customized based on your goals and aspirations. Our priority is to help you plan your pre-retiree and retiree life. We aim to provide peace of mind by coordinating your broader financial picture through a strategically designed and thoughtful planning process.

Discover

  • Understand your current situation and needs
  • Propose an Action Plan to achieve your objectives
  • Account paperwork

Develop

  • Introduction to your service team
  • Review Action Plan
  • Propose custom investments to align with your risk profile, goals and values
  • Thoughtfully transfer existing assets

Implement

  • 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

Plan

  • Dive deeper into financial and estate planning needs
  • Coordination with other professionals regarding tax, legal, and fiduciary services

Review

  • Review investment reports
  • Revisit financial plan action items and monitor progress
  • As life and circumstances change, adjust plan and investments as needed
Speak to an Advisor

Hear From Our Clients Who We’ve Helped Retire with Confidence

From building a retirement income plan to navigating Social Security and Medicare decisions, hear how we’ve helped guide our clients through every step.

I became a client of Beacon Pointe Advisors two years ago… I can categorically state that my experience with them has been exceptional, far beyond my expectations. I highly recommend them to anyone looking for a group of people that truly care about you, your retirement plan, and your financial future. They regularly reach out to communicate with me, just to check in, ensure everything is still on track, and review the progress on our retirement plan and actual investment results. I no longer have to worry about whether or not my financial future is secure. I trust them 100%.”
Ever since working with Beacon Pointe, we feel peace of mind. This is no small feat, and arguably priceless. By working with the BP team, we have more confidence in our retirement planning / savings strategy. Their approach to wealth management and financial planning is unique because they provide clarity, transparency, and ease. Everything we’ve experienced is in service of this, and results in confidence. The team is accessible and trustworthy.
We have been working with Beacon Pointe for the past few years, and since engaging them have felt more confidence in our retirement planning and savings strategy. Every member of the team is accessible, trustworthy, and a real joy to work with.
Since working with the team, my wife & I feel the confidence of a solid retirement plan. The team knows us personally; we are more than just a number. They make recommendations based on our future goals, and we are very happy with the current services.
I have been a long-term client of Beacon Pointe. Their service is exceptional. They have been outstanding in advising my finances and guiding me to retirement. I appreciate the variety of services they have to offer as well as their acumen to obtain the highest earnings for me.
If you are looking for a financial Advisor, I highly recommend Beacon Pointe. Beacon Pointe has managed my wife’s and my finances and because of their guidance we were lucky enough to retire early.
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.
We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!
We have been with Beacon Pointe for over 10 years. Due to the white glove, and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown greatly. Now that we are retired, their management of our funds and countless other financial matters has been essential and greatly appreciated. From day one to present, we have always had a high degree of trust in the people and services at Beacon Pointe.
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.
Schedule a Complimentary Financial Consultation Today

Schedule a Complimentary Retirement Review Today.

Let us help you put your best retirement plan forward so you can live your best life.