True Wealth Service
True Wealth Retiring
Intended for those nearing or in retirement.
The True Wealth Retiring services helps clients navigate the uncertainty of their financial future, as they prepare for and transition into retirement. The focus is to help clients identify & achieve their retirement goals and lifestyle.
What We Offer
We provide ongoing planning and advice about all aspects of your finances. This includes discretionary management of your investments and ongoing tax minimization planning. Additionally, we take care of the preparation and filing of your income tax returns.
What you Get
The starting point of our ongoing service is the formation of your financial plan, which is the roadmap for future decision making. However, as life happens, financial markets do what they do and tax legislation changes, your financial plan will inevitably evolve. With our ongoing planning & investment management service, we're there to be your trusted partner to help you make the necessary decisions along the way.
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After completion of your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are:
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Portfolio Withdrawal Strategies
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Roth Conversions
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Reallocating Investment Portfolios
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Consolidating Investment Accounts
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Social Security Claiming
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Medicare Enrollment
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Pension Payment Options
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​Analyzing Health Insurance Options
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Amending Insurance Coverage
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Tax Impacts of Decisions
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Buy or Selling Real Estate
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Establishing a Spending Plan
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Eliminating Debt
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Updating Estate Documents
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Changing Beneficiary Forms
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​and probably more...
Additionally, you'll have continuous access to your own personal finance portal through RightCapital, our financial planning software. Your RightCapital portal allows you to aggregate info from all of your various banking, investment and lending accounts into one single view. You'll be able to see and track your net worth, investment holdings, cash flow projections and various other financial reports
We'll also provide ongoing discretionary management of your investable assets, through accounts held in custody at Charles Schwab. We use a straightforward, passive and fee-conscious investing approach that ensures your portfolio will remain diversified, low cost and properly allocated for your risk tolerance and financial profile. We typically invest using a combination of DimensionFunds and Vanguard exchange traded funds ("ETFs") that track major stock and bond indices respectively
Who its Best For
This service is best for anyone in or within a few years of retirement who's looking for a trusted fiduciary partner to help with ongoing financial, tax and investment decisions
Learn More About Our Pricing
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