Dream big - Live well
retirement planning doesn't start when the kids leave the house and it doesn't end when you hang up the gloves for the last time
Whether you are planning towards retirement or already enjoying life post-career, your advisor will help guide you through the stages of dreaming big and living well.
Retirement Advice for your stage of life
Planning for Retirement
The best time to start planning for retirement? Today. Having a plan in your 30's can help build a strong foundation for your future lifestyle.
Transitioning to Retirement
Going from earning to spending can be a difficult shift in mindset. Transition planning may be best 3-7 years before retirement.
Living well in Retirement
Some retirees seem to have it all together, others retire and say "what now". Either mindset, both desire to have piece of mind and to enjoy retirement.
Retirement Conversations
- Tax Optimized Withdraw Strategies
- Social Security Strategies
- Medicare & Healthcare Planning
- Long-Term Care
- Legacy Planning
You Are Not Alone
Baby Boomers, Gen X, and even Millennials have similar questions. Here are just a few we help our clients answer:
How much money do i need to retire?
how will i pay for healthcare costs?
when should I claim social security?
what is the best medicare plan for me?
Lorem Ipsum Dolorem
Duis aute irure dolor in reprehenderit in voluptate velit .
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Guiding Principle
The retirement reflection period usually happens in retirement – people realize “I wish I would have known this 20 years ago.”
Retirement Planning FAQ
Are you curious what full wealth management services look like for a retiree?
Local Wealth Management provides a single view of all your financial and retirement needs.
Why do so many retirees say "I wish I knew this 20 years ago"?
Many retirees spent their entire careers accumulating wealth but struggle with how to make it work for them in retirement. Local Wealth Management has heard this countless times, and our response is: now that you have this knowledge…have you passed it on to your children? Because the true legacy isn’t just the money you leave behind, but the wisdom you share along the way. Teaching your children how to steward, grow, and protect their own financial futures ensures that your hard-earned lessons don’t end with you, they become a foundation for generations to come.
What's different about working with retirees versus pre-retirees?
Most people don’t think of themselves as “retirees” or “pre-retirees.” At Local Wealth Management, we focus on the different stages of life. Someone preparing to transition into retirement often has different priorities than someone who has been retired for years, though many of the planning principles remain consistent. Our role is to provide guidance and support through each stage, helping you make informed decisions for yourself and your loved ones.
How do you know if your advisor understands retirement planning?
Ask them: When should I start Social Security? How do we minimize taxes on my retirement withdrawals? What happens if I need long-term care? If your advisor can’t answer these immediately, find someone who can. Retirement isn’t about simply growing assets, it’s about creating a reliable plan that supports your lifestyle, protects you from risks, and ensures your money lasts as long as you do.