Wealth Management CPAs is dedicated to giving you…

Retirement Planning

Medicare Open Enrollment is here! Scroll down to learn more about our comprehensive services.

Seasoned CPAs and Advisors provide fiduciary-standard guidance to your ideal retirement.

Wellness & Longevity

Wealth & health go hand in hand. Balance your approach with a goal of increased health & longevity.

Simplify Complexities

Learn about the tax and legal implications of your financial decisions.

If you fail to plan, you're planning to fail.
-Benjamin Franklin
Are you prepared for retirement?
We can give you a comprehensive analysis of your finanicial situation, and provide guidance based on your specific needs & goals.
The Ideal Retirement Doesn't Happen By Chance.
Our firm focuses on growing your wealth through financial guidance, tax strategy, and estate planning.
Guiding you to your retirement goals.
See how we can help secure your retirement through the twists and turns of life.
If you don't know where you are going, you'll end up someplace else.
-Yogi Berra
Is your retirement secure?
Our analysis can help you identify and bridge gaps in your plan.
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

We're Here To Help

Learn key principles of Wealth, Health, & Longevity to help you…


Understand the ins & outs of Medicare/Parts A, B, C & D and how to lower your premium


Exempt your Medicare plan from often unknown hidden premiums


Realize your share of the costs for services and supplies, under your Medicare plan


Learn about health insurance options when retiring prior to qualifying for Medicare


Determine what your Medicare plan covers, (Vision, hearing, dental, and prescription coverage?) and how to make changes to it


Protect your estate from long-term care expenses while remaining in your own home


Avoid being forced to sell your assets or surrender your money to Medicaid


Eliminate taxes on your social security benefits


Be aware of when you should not put your children on your bank accounts and property titles


Recognize why a living trust may be more effective than a regular will & why you may need one

Someone's sitting in the shade today because
someone planted a tree a long time ago.

-Warren Buffett

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. 

Find Your Solution

Schedule a retirement planning consultation to sit down with competent advisors at no cost to you.

Submit your contact information here. We will reach out to schedule a time with you.

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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.

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