Retirees

PWR serves retirees of all wealth who are looking for an advisor that will see them through the next 20+ years.

To prepare for a successful retirement, we help clients determine the most tax-efficient withdrawal and investment strategy that balances their retirement and investment income. We evaluate other opportunities that may be available, such as Roth conversions, and incorporate them into the analysis. We help plan for required minimum distributions and explain the options when it comes to long-term care.

When is the right time to take social security? Do you still need your life insurance policy? Can you gift money to your children or favorite charity now without worrying that you will run out of money?

PWR has a detailed and thorough process to help answer all of your questions confidently so you can focus on the next phase of your life. Why figure it out on your own when you can have a Comprehensive Financial Plan to guide you.


In the Media

click on each icon to read more

How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More