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Retirees

The better your retirement plan, the more you can do once you get there.

By combining tax strategy with personalized investing and a Financial Life plan, our approach for pre-retirees and retirees is about building your nest egg and preserving it as you enjoy your retirement.

Through our multi-level service platform, we help you navigate complexities like 401(k)s, Social Security rules, and rising health care costs – while making sure that you can actually enjoy this life stage that you’ve been saving for.

Asset Management

  • Personalized tax-efficient investment plan aligned with your retirement timeline
  • Identifying income-oriented investment strategies to meet your retirement cash flow needs
  • Preservation strategies to help build financial longevity

Financial Planning

  • Navigating your transition into retirement
  • Planning your retirement cash flow to maximize Social Security, balance income sources and mitigate tax liability
  • Planning for your evolving retirement lifestyle, including cash flow, long-term care planning, and charitable giving

Enhanced Financial
Planning

  • Retirement needs analysis, 401(k) review and comprehensive retirement plan
  • Navigating complex retirement needs, such as business succession or part-time consulting, and the tax implications of each
  • Building a legacy and implementing living legacy strategies

Comprehensive
Wealth Management

  • Your complete Financial Life Plan
  • Transition guides including the 12-Part Business Succession Guide
  • Legacy and Quality of Life Planning
  • Charitable gifting with integrated tax strategy
  • Annual stakeholders meeting with family and professional partners

AEGIS Discovery Guide for Retirees

What do you want to accomplish before you retire? If you are already retired, how would you change your retirement lifestyle if you could? Is leaving a legacy important to you? The AEGIS Discovery Guide helps us understand what matters to you.

No one should pay more in taxes than what’s required. Our planning strategies are intentionally designed to manage costs, reduce taxes, and enhance long-term investment performance. Paying less in taxes means our clients keep more of what they earn.

Brian J. Rogers, CFP®
Certified Financial Planner

The Financial Life Plan

The Financial Life Plan incorporates all aspects of your wealth, and with our unique tax-oriented approach, we also ensure that tax strategies are integrated throughout. We go beyond conventional retirement planning to help you enjoy this phase of your life.

With tax-integrated planning, could you be closer to the retirement you want?

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

70 + | Life Insurance with Extended-Care Riders

As conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to […]

Under 70 | How and When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first […]

Under 60 | Retirement Questions That Have Nothing to Do With Money

Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second […]

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