Retirees

We want our clients to love their work-optional life.

Once you’ve reached your retirement or work-optional Mile Marker, your mindset often moves from accumulation to conservation mode. Navigating that change can be complex and stressful as you transition from having a paycheck to recreating your paycheck from sources like Social Security, pensions, and your retirement savings. As your wealth advisor, our role is to help you strategize and develop options that will help your hard-earned retirement savings last, so you can focus on what matters most. We do this through a variety of services for retirees:

Goal Identification and Prioritization

Wealth Management

Tax-Efficient Retirement Income Strategies

Financial Planning

Portfolio Stress Testing

Risk Planning and Mitigation

Medicare and Health Insurance

Long-Term Care Planning

Roth Conversion Analysis and Planning

Required Minimum Distribution Planning

Estate and Legacy Planning

Tax Planning

Find confidence in retirement spending

After working diligently throughout your career to build your wealth, you deserve to feel confident spending and using it however you want in your retirement years. Our wealth advisors understand the income, tax implications, and healthcare decisions unique to retirees, and will strategize with you through The Mile Marker FORMula™ to determine long-term financial strategies that let you focus on all your favorite retirement activities while remaining confident in your plan.

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Frequently Asked Questions

For retiree clients, SRG Financial Advisors offers goal identification and prioritization, financial planning, Medicare and health insurance guidance, required minimum distribution planning, wealth management, portfolio stress testing, long-term care solutions, legacy planning, tax-efficient retirement income strategies, risk planning and mitigation, Roth conversion analysis and planning, and tax-efficient planning.
Yes. Tax-efficient retirement income strategies are one of the core services SRG Financial Advisors offers to retiree clients working to make their savings last.
Yes. Required minimum distribution planning is one of the services SRG Financial Advisors offers to retiree clients.
Yes. Medicare and health insurance guidance is one of the services SRG Financial Advisors offers to retiree clients.
Yes. Long-term care solutions are one of the services SRG Financial Advisors offers to retiree clients.
Yes. Portfolio stress testing is one of the services SRG Financial Advisors offers retiree clients.
Yes. Financial estate and legacy planning is one of the services SRG Financial Advisors offers to retiree clients.
Yes. Roth conversion analysis and planning is one of the services SRG Financial Advisors offers to retiree clients.
SRG Financial Advisors helps retiree clients move from an accumulation mindset to a conservation mindset by developing strategies to recreate a paycheck from Social Security, pensions, and retirement savings, using The Mile Marker FORMula™ to build long-term confidence in their plan.
Yes. SRG Financial Advisors' wealth advisors focus on the income, tax, and healthcare decisions unique to retirees so clients can spend confidently in retirement while remaining assured their long-term plan is on track.
Yes. Risk planning and mitigation is one of the services SRG Financial Advisors offers to retiree clients.
Yes. Tax-efficient planning, alongside tax-efficient retirement income strategies and Roth conversion analysis, is one of the core services SRG Financial Advisors offers to retiree clients.