Retirement Planning

Bringing confidence and integrity to your financial life.

Retirement planning as a high net worth individual can be surprisingly complex. You may have questions such as:

How can I ensure my money lasts through market volatility and recessions?
Can I afford to retire early and maintain my current lifestyle?
How can I plan for the cost of health care and long-term care?
What strategies can I use to minimize my taxes once I’m retired?

Genesis Wealth Management’s retirement planning process helps you answer those questions with tailor-made solutions. Our holistic approach ensures that your retirement plan is created in a way that helps you feel confident about the future.

Proactively Managing the Unknown

Recessions, changes in your industry or an unexpected health condition can pose a threat to your ability to increase your assets before you stop working. Then, market volatility or unexpected life changes can all throw a wrench into the best-laid plans after you retire. That’s why we approach high net worth retirement planning with a custom, personalized approach.

At Genesis, our team offers the comprehensive risk management you need to help you work toward financial success. Our risk management goes past just investments to help secure your retirement from threats. So, we’ll review areas such as asset protection strategies, health care, and long-term care so you are truly prepared.

Emphasis on Tax Planning

Taxes are capable of eroding a significant portion of your wealth. That’s why tax planning is not optional; it’s essential. We work closely with your tax professional to look for long-term tax minimization strategies across all facets of your financial life. This is done on an ongoing basis, not just once, to capture opportunities as they arise.

Retirement Income Planning

We specialize in developing income planning strategies that seek to make your money last. That means our goal is transforming retirement assets into a reliable income stream that enables you to live your desired lifestyle, no matter what is happening in the markets. Your Executive Wealth Manager will work with you to develop a customized income plan that meets your income needs to help take the uncertainty out of your day-to-day retirement living.

Proactive Follow-Up

Your life changes, so retirement planning is not a one-time event. That’s why we offer continual oversight with periodic updates, including stress tests, portfolio reviews, and regular check-ins to discuss life changes that could impact your financial future. You’ll always know where you stand and what adjustments are needed to keep you on the right path.

Retirement Planning

Bringing confidence and integrity to your financial life.