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Pre-Retirees & Retirees

Client Centered

A Pre-Retiree, typically aged 55-65, is at the brink of completing their wealth creation journey and is looking to kickstart planning for retirement.

This is the time to maximize savings while proactively preparing for potential market fluctuations and their impacts on investments.

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Client Centered

Retirees are actively navigating the shift towards preserving and generating long-term income.

The focus is on ensuring their financial needs are met throughout their lives.

Key priorities include reviewing social security benefits, addressing required minimum distributions, and estate planning to safeguard their existing legacy.

Pre-Retirees and retirees are both looking to build a happy and prosperous retirement. Whether you are preparing for what comes next or enjoying your feet in the sand, we are here to guide you.

Does this sound like you? Here are our tailored services for Pre-Retirees & Retirees:

Wealth Planning Services

  • Retirement Planning & Saving Strategies
  • Social Security & Income Strategies
  • Net Worth Review
  • Life Event Planning

Estate & Taxation Guidance

  • Coordination with CPA
  • Beneficiary Review
  • Wealth Transfer/Trusts
  • Wills & Power of Attorney
  • Philanthropic Giving

Asset & Investment Management

  • Tax Effeciency
  • Stock Options
  • Socially Responsible Investments
  • Annuity Review

Risk Management Services

  • Mortgage Analysis
  • Life Insurance
  • Debt Management
  • Survivor Planning
  • Medicare Guidance

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Complimentary Free Resources &#38; Tools<br/>

Complimentary Free Resources & Tools

Not ready to take the next step yet? Don't worry, we've got you covered.

Here's a list of complimentary resources and tools available for Pre-Retirees & Retirees to start your financial confidence journey.

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Wealth Management

Retirement Planning

Estate Settlement

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