Pre-Retirees
AREAS OF EXPERTISE:
Are you wondering if you have enough money for retirement? Or when you should start taking Social Security? Do you want to make the most of your retirement income? The topic of retirement planning is frightening and often overwhelming
Victrix Investment Advisors helps people plan for and successfully transition into retirement. We are a comprehensive financial planning firm, focused on helping you get the most out of your money in retirement, as you did throughout your working years. Our team cares about our clients. We will take the time to get to know you and your goals and help you navigate your financial options to build a retirement strategy that works for you.
We do not know what the future will bring – nobody does. But we can make educated decisions and have the experience to handle whatever life brings you. We work with pre-retirees to develop a financial plan, a Social Security claiming strategy, asset allocation as they approach and enter retirement, strategic Roth conversions, and tax minimization.
We will develop a financial plan for you based on your goals and needs through our financial planning software, MoneyGuidePro Advisor. Your financial plan is a living document that allows you to see if taking your dream around the world trip or retiring early is possible.
Our Pre-Retiree Checklist can help you gather crucial documents and bring forward items to discuss.