Retire with Confidence
Financial Planning for Retirees
At The Weddle Team, we know retirement is a new chapter that requires smart planning. Whether you’re nearing retirement or already there, we offer personalized strategies designed to help you to protect your assets and maintain your lifestyle.
A Simple, Supportive Approach for Retirees
Stabilize, Optimize, Maximize
Retirement isn’t the end of financial planning—it’s a new phase entirely. Whether you’re preparing for it or living it, we help you make your resources last, reduce stress, and create a legacy of meaning.
Stabilize: Enter Retirement with Confidence
Are you asking yourself – “Have we saved enough? Will it last?”
We help retirees make the transition with a comprehensive plan that accounts for income, longevity, and risk—helping them navigate retirement with greater confidence and clarity.
What We Provide:
- Retirement income planning
- Social Security and RMD strategy
- Insurance and long-term care analysis
Desired Outcome:
Confidence in your financial future and lifestyle.
Optimize: Fine-Tune for Peace and Purpose
Are you asking yourself – “Are we managing this as wisely as possible?”
Even in retirement, smart planning can reduce taxes and make a bigger impact. We coordinate your plan to support your lifestyle and legacy goals.
What We Provide:
- Tax-efficient withdrawals
- Investment strategy across accounts
- Coordinated advice with other professionals
Desired Outcome:
A retirement strategy that feels proactive and aligned.
Maximize: Lead with Legacy
Are you asking yourself – “How do we use our resources for good?” or “how do we setup our future generations?”
You want to do more—with your family, community, and values. We help structure your giving and succession plans for maximum meaning and impact.
What We Provide:
- Estate planning and gifting structures
- Trusts, DAFs, and charitable foundations
- Legacy documents and family engagement
Desired Outcome:
A meaningful retirement marked by generosity and clarity.
Stay comfortable, well-positioned, and informed
Confidence in Retirement
Manage Retirement Income
Strategies aimed to provide tax-efficient income to help support your lifestyle.
Create Asset Strategy
Help protect your wealth while exploring opportunities for growth.
Plan for Healthcare & Long-Term Care
Prepare for the unexpected with smart financial safeguards.
Create a Legacy
Support loved ones or causes that matter with thoughtful estate planning.
Adjust for Life Changes
Stay flexible as your needs and goals evolve over time.