- Who We Serve
- Retirees
Ready for a New Era
You’re proud of what you’ve achieved over the years. Now it’s time to work less, enjoy life and family more, and take care of yourself in retirement.
- Be confident
Stay on track during retirement
It’s understandable to feel a bit anxious about transitioning from the workforce into retirement. You must now rely more on fixed income, such as Social Security and pensions, as well as your investment earnings. WealthCrossing will be by your side to walk you through the important financial decisions so you can live the retirement life you’ve envisioned while also planning for your family’s financial security.
Retirement income
We’ll review your current and future expenses to map out a steady income plan incorporating required minimum distributions, Social Security, and part-time income.
Estate planning
We’ll review your estate planning documents with you and make sure your will, revocable trusts, power of attorney documents, and beneficiaries are up to date.
Portfolio management
It’s probably time to reduce risk in your portfolio, and we’ll talk about how much. Then we’ll reallocate investments to maintain your standard of living.
Retirement living
We’ll discuss all the options and how to pay for them: aging in place, downsizing, independent living communities, assisted living, and nursing home care.
Healthcare financing
Whether you have retirement benefits from your former employer or union, or need new healthcare or long-term care insurance, we’ll help integrate them with Medicare.
Tax planning
Using multi-year projections, we'll create a tax-efficient withdrawal strategy and guide you through Roth conversion opportunities to reduce your tax burden.
- A balanced approach
Working together through life’s transitions
With WealthCrossing, you’ll have a team of friendly professionals who will create a financial plan to maximize your wealth and let you live life well. Throughout the years, we’ll get together and talk about what’s new and make the necessary adjustments to meet your goals.
We’ll help you balance rising income with increasing expenses to live life to the fullest. We’ll also implement a risk-appropriate, tax-smart investment strategy.
We look at wealth transfer through a wide-angle lens, including tax-advantaged gifting strategies and philanthropy. We can also guide you through business succession planning.
- Explore who we are
A personal team for a custom financial plan
You’ll find the WealthCrossing approach to wealth management to be refreshing and calming. Your carefully selected team of advisors is not just focused on the numbers, it’s focused on you. Discover what it’s like to work with us.
From the very beginning, you’ll see that we care. We care about your accomplishments, your family, your concerns, and your goals. And we’ll put great care into your financial plan.
We take an independent, integrated, and balanced approach to wealth management that includes financial planning, investment management, and tax services.
Our diverse team of advisors not only have the necessary credentials, they have seen a lot of situations and can put that experience to work for you.
- Find out more
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!