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Retirement Planning

We understand the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to minimize taxes and maximize income potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy to protect and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on incomeónow and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • 401(k)/RA Rollovers
  • Traditional and Roth IRAs
  • SEP IRAs
  • 401(k)/403(b) Retirement Plans
  • Retirement Income Planning

Will You Be Ready for Retirement on Your Terms?

If you have questions about how prepared you are, or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. Thereís nothing more rewarding than the confidence that comes with knowing you are on the right path to achieving your important financial goals.

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Dedicated to Our Clients

Wharton Advisory Group was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That?s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

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The Value of Independence

Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, Wharton Advisory Group has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.

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