As specialists in retirement planning, the team of financial advisors at Ruedi Wealth Management helps people make the most of their golden years. Whether you’re approaching retirement, transitioning into retirement, or currently retired, we can help.
At Ruedi Wealth Management, you don’t have to be a millionaire to be treated like one. We’ve structured our business to serve anyone with at least $25,000 to invest.
Approaching Retirement
Many people approach retirement with no idea whether they are on track to achieve their retirement goals, or what goals they should even be shooting for.
They have no idea how much they need to save, when they can retire, or what type of retirement lifestyle they are heading towards.
Transitioning into Retirement
Transitioning into life without a paycheck feels like a leap of faith to most people.
They have spent a lifetime saving and investing and now want to turn their savings into an income they cannot outlive. They want to know if their portfolio is invested correctly to fund multiple decades of retirement spending, what amount of spending their assets can provide, and how Social Security claiming strategies will play a part.
Currently Retired
Many people enjoy a couple months or even years of retirement before the lack of a paycheck and declining account balances start to make them worried about their finances.
These are people who have been withdrawing from their investment accounts to fund their retirement and aren’t sure if they have been withdrawing too much or too little, or if they are withdrawing from their accounts in the correct order to optimize taxes.
No matter what phase of retirement our clients are in, they have one thing in common. They know the importance of having a partner they can trust with the profound responsibility of protecting their retirement lifestyle. Most of them have sacrificed for decades to accumulate their savings. Having guidance from the experts at Ruedi Wealth Management gives them the confidence to make smart financial decisions and create the best possible foundation for their golden years.