Broker Check

Retirement Planning

A golden plan for the golden years of retirement.

By designing a plan to replace employment income with retirement income, Kairos Private Wealth is the resource you want for retirement planning. We’ll discuss the most suitable time to take your Social Security and optimize any retirement plans or pensions. Our advisors take the time to help you understand your portfolio and investments. The intricacies of your plan and how it affects your future retirement is something we want you to feel comfortable about and will help you create a safe, tax efficient withdrawal strategy to last your lifetime. We know that you’ve worked hard to create your retirement nest egg and we’ll work hard for you to crack it open and develop your retirement spending plan.

We're here to plan for the retirement you've earned.

Our team of professionals will design a retirement plan that evaluates your current financial situation. When you’ve never done it before, it’s hard to figure out when to retire and how to make your money last. But ultimately, that’s what it’s all about: having the income you need to support yourself in the lifestyle you want and with the confidence that your money will last your entire lifetime — no matter how long you live.

Dream It.

At Kairos Private Wealth, the retirement planning process starts with a detailed understanding of your goals. We don’t lump you into a predefined group. Rather, we aim to learn about your specific needs and objectives and tailor a recommendation accordingly.

Build It.

One of our retirement planning professionals will gather information on your current financial situation, time horizon, savings and expenses, portfolio distributions and cash flow needs, and more.

Grow It.

We will use that information to prepare a personalized retirement plan with clear, easy-to-understand information to help you make the right decisions for your golden years. We firmly believe that education is key in the retirement planning journey.

Retirement Advising Developing a plan for the best years of your life.

Through a carefully developed retirement plan, you’ll be equipped with the proper resources and support to identify your goals and we help you on your path toward achieving them.

Working hard for decades to build financial security doesn’t mean all your challenges are behind you. Instead, you’re facing new ones, many of them for the first time. Common challenges include:

  • What mix of investments is right for me in retirement — and when should I make the change?
  • What do I do with the money in my workplace retirement accounts after I leave my job?
  • Should I take my pension as a lump sum or as monthly checks?
  • How can I maximize my Social Security benefits? What about Medicare?

Our team of professionals are qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.

Have a question? We're ready to help.

Thank you!