Everything in your financial life is connected – when one area shifts, the rest moves with it. Planning for the final decades of life can be confusing. Whether you’re focused on retiring comfortably, leaving a legacy for loved ones, or just understanding how Medicare and Social Security fit into your life, let us help you create a plan focused on your individual wants and needs.
Let’s Achieve Your Goals Together
We believe that in order to achieve true financial clarity, you can’t ignore the years beyond initial retirement. We want to see our clients make smart decisions about when to turn on Social Security, understand how to navigate the decisions around Medicare and ultimately create a legacy for the areas or people they want to impact after their final days. For this reason, we deeply incorporate these decisions within your financial plan. We offer a free initial consultation/ID meeting to better understand your goals and then apply them in your plan. In addition to the basic financial planning process, here’s what you can expect from your Personal Financial Plan for Seniors:
Cash Flows After Retirement
We help you determine when and from where to take your distributions to help accomplish your financial goals.
Social Security Timing
Identify the best time for you and/or your spouse to turn on your benefits.
Medicare Consult
Medicare can be confusing, we’ll help you sort through the noise.
Charitable Planning
Implement the most efficient ways to gift to charities and/or the important people in your life.
Legacy Planning
We’ll review your existing estate documents and beneficiary designations to ensure your final wishes are laid out the way you want them.
Meet The Team
Jenny Huelsman, CFP®, CSA®
Senior Financial Advisor
Todd Gruenig, CFP®
Senior Financial Advisor
Joshua Johnson
Financial Advisor
Kristie Bonifer
Client Relationship Specialist
Joe Zurschmiede, J.D.
Financial Advisor & Legal Strategist
Katie Butler, CPA
Tax and Business Advisor
Build a plan for exactly where you are in life.
Our team of advisors and consultants are here to be your partner on your financial journey. Let us support your vision with financial knowledge and experience so that you can take a confident next step towards whatever you want out of life.
What to know about the Secure Act 2.0
The Secure Act 2.0 which goes into effect January 1, 2023 incorporates many changes to required minimum distributions that retirees need to tune into. Download our analysis of what you should know:
Respective services provided by ARGI Investment Services, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of Cerity Partners, LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. SEC registration does not constitute an endorsement of ARGI Investment Services, LLC by the SEC nor does it indicate that ARGI Investment Services, LLC has attained a particular level of skill or ability.
