Retirees & Near-Retirees
Helping you retire well
Retirement…
Whether that word is super exciting or super scary to you (or both), retiring into your next chapter of life is something to look forward to and to plan for.
But, the financial aspects of retirement can be challenging, trying to tackle questions such as:
When can I retire?
How much money can I spend each month?
Will my money last?
How can I lower my lifetime tax bill?
What if there's a stock market crash?
How do I account for higher healthcare costs as I age?
How do I ensure there's ample money left over for my kids and grandkids?
How do I most effectively transfer assets to my heirs?
We help our clients navigate questions such as these, providing clarity when things may be confusing.
We would be delighted to help you on that journey.
As a Comprehensive Financial Planning client, you would get help with the above questions, and much more.
As we work together, we would make our way through the topics of the Circle of Financial Health, in particular paying a lot of attention to the topics on the left side of the Circle, as our firm specializes in retirement income planning and tax planning.
Click here to read more about the Comprehensive Financial Planning service and fees.
You can also explore our other services if you’re not sure Comprehensive Financial Planning is the right fit for you:
Spencer Financial Planning, as an independently owned, fee-only, fiduciary, boutique, tax-focused financial advisory firm, can act as your trusted partner in navigating your finances and improving your Financial Health.