Pre-Retirees

Retirement is just over the horizon.

Now is the perfect time to identify and prioritize your goals, optimize your investments, and begin planning for your next Mile Markers. Whether you have already thought it through or don't know where to start, we can partner with you to assess and organize your financial life, then create a plan of action. As you continue to save, you can do so without question and focus on what matters most. We help pre-retiree clients do this through:

Goal Identification and Prioritization

Social Security Maximization Planning

Pension Maximization Planning

Financial Planning

Retirement Income Planning

Portfolio Optimization

Pre-Medicare Health Insurance Planning

Long-Term Care Planning

Risk Planning and Mitigation

401(k) Maximization and In-Service Rollover Planning

Roth Conversion Analysis and Planning

Tax Planning

Intentional planning for successful clients

You are working hard and saving for retirement - but do you know if you are saving enough? Are you saving in a way that aligns with your retirement goals? Your retirement tax plan? Are your savings investments aligned with your risk mitigation plan?

Our wealth advisors understand the retirement income, tax implications, and healthcare timing decisions that can be unique for each client transitioning to a work-optional lifestyle, and can help create and implement a plan you're confident in. Strategizing and planning in partnership with you is the essence of The Mile Marker FORMula™. We focus on what matters most to you and help guide your financial future through adaptable financial planning and a long-term relationship.

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Frequently Asked Questions

For pre-retiree clients, SRG Financial Advisors offers goal identification and prioritization, financial planning, pre-Medicare health insurance planning, 401(k) maximization and in-service rollover planning, Social Security maximization planning, retirement income planning, long-term care planning, Roth conversion analysis and planning, pension maximization planning, portfolio optimization, risk planning and mitigation, and tax-efficient planning.
Yes. Social Security maximization planning is one of the services SRG Financial Advisors offers to pre-retiree clients.
Yes. Pension maximization planning is one of the services SRG Financial Advisors offers to pre-retiree clients.
Yes. Pre-Medicare health insurance planning is one of the services SRG Financial Advisors offers to clients preparing for retirement.
Yes. Long-term care planning is one of the services SRG Financial Advisors offers to pre-retiree clients.
Yes. SRG Financial Advisors offers 401(k) maximization and in-service rollover planning to help pre-retiree clients optimize their retirement accounts.
Yes. Roth conversion analysis and planning is one of the services SRG Financial Advisors offers to pre-retiree clients.
SRG Financial Advisors' wealth advisors work with pre-retiree clients to assess whether their savings align with their retirement goals, retirement tax plan, and risk mitigation plan, then build a confident, adaptable plan through The Mile Marker FORMula™.
SRG Financial Advisors partners with pre-retiree clients to assess and organize their financial life, identify and prioritize their goals, and then create a plan of action for their next Mile Markers.
Yes. Tax-efficient planning is one of the core services SRG Financial Advisors offers to pre-retiree clients, alongside retirement income and Roth conversion planning.
Yes. Portfolio optimization is one of the services SRG Financial Advisors offers to pre-retiree clients as part of preparing for a work-optional lifestyle.
Yes. Risk planning and mitigation is one of the services SRG Financial Advisors offers to pre-retiree clients to help align their investments with their overall retirement plan.