Find Retirement Planning Solutions

Request a Retirement Planning Session here, to discuss your specific questions with competent advisors at no cost to you. Submit your contact information below. We will reach out to schedule a time with you.

Resources Provided

Social Security

Social Security is an important part of planning your retirement. Learn how you can maximize your Social Security benefits and protect them from taxes.

Investment Portfolio Management

Invest smart. Learn about best practices to investing and alternatives to the stock market.

Wealth Management

Professional guidance on how you can protect and grow your wealth. 

We can provide you with a comprehensive financial plan.

Financial Planning

  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Pension Plans
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
  • Many other useful financial strategies, insights, and solutions.

*Advisory services are offered by Wealth Management CPAs, LLC a Registered Investment Advisor in the state of Utah. 

Tax Strategy

  • Tax Preparation
  • Comprehensive Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distribution
  • Estate Tax Mitigation
  • Roth IRA Conversions
  • Many other useful tax strategies, insights, and solutions.
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate Planning

  • Wills
  • Trust
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business-Succession Planning
  • Many other useful estate strategies, insights, and solutions.


Whether you're already retired, or trying to meet goals for your future retirement, we're here to help.
Request a consultation to find retirement planning solutions that align with your specific goals and financial situations.

Frequently Asked Questions

Analysts recommend a retirement income of 80% of your final employment income. The average retirement household income is about $48,000 before taxes and spends about $46,000 per year. The average social security income in retirement is about $40,000 per year.

At our firm, we can determine your ideal retirement income based on your specific wants and needs.

After your retirement income is set, we can design a plan positioning you to achieve it.

You can begin taking social security benefits as early as age 62 (or earlier if you’re the survivor of another social security claimant, or on disability). You can wait until as late as age 70. You only get maximum social security payments if you wait until full retirement age (FRA). FRA varies between age 66 and 67 for people born after 1954. If you begin taking benefits at age 62 your payments will be smaller than if you waited until FRA.

Schedule a complimentary consultation to receive professional advice on which year you should begin taking benefits for the highest payout.

Diversify retirement income sources between social security, pensions, rentals, brokerage accounts, savings accounts, bonds, and more. Reduce your expenses. Pay off your mortgage before retirement. Maximize dividend income and stay below the 15% capital gains tax threshold. Keep IRA and 401K withdrawals low. 

At our firm, we can discuss with your how best to structure your retirement plan to maximize tax savings.

Update your property title, and the beneficiary information for your IRA, retirement plan, and insurance policy. Make sure family members know how to access your important paperwork. Gather documentation for your will, trust, and power of attorney into a single file. 

At our firm, we can go over your estate, review your legal documents and, if you don’t already have estate paperwork in order, we’ll help you begin the process of creating a will, a trust, and other important estate documents.

Review your 401K payout policy and create an income stream (retirement paycheck) from your savings. Take note of 401K fees and consider rolling it over into a fee-free IRA. Assess all your retirement income strategies. 

At our firm, we can transfer your retirement accounts (401k, 403b, TSP) into an IRA. We don’t charge any fees for the service. 

If you fail to plan, you're planning to fail.
-Benjamin Franklin
The Ideal Retirement Doesn't Happen By Chance
Our firm focuses on growing your wealth through financial guidance, tax strategy, and estate planning.
Our comprehensive approach has assisted many people in reaching their retirement goals.
See how we can help secure your retirement through the twists and turns of life
Is your retirement secure?
Our analysis can help you identify and bridge gaps in your plan.
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Our seasoned CPAs & Advisors have helped people from all walks of life retire
"If you would like to know the road ahead ask someone who has traveled it."
-Chinese Proverb
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Our Financial Professionals

Robert J. Beck, CPA

Rob founded Wealth Management CPAs to be Salt Lake City’s resource on all things in the financial, tax, and estate planning world.

 Over the past decade, Rob’s team of attorneys and CPAs have assisted people from all walks of life navigate their investments and retirement planning strategy. 

Kelly G. Purser, CPA

Kelly has spent decades working with complex Federal & Utah State tax laws.

Kelly’s approach to tax strategy is comprehensive, and always prioritizes client financial interest first.

When is the best time to plant a tree?

Twenty Years Ago.

When is the second best time to plant a tree?


It's not too late! Don't delay your retirement planning.

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.