Schedule a quick 15-minute call with one of our CERTIFIED FINANCIAL PLANNER™ professionals to discuss your most pressing questions related to retirement.
Bernicke Wealth Management carefully selects clients who seek comprehensive financial planning and investment management from a full-service financial firm.
We help individuals over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.
Questions we can help answer:
- Do you have enough money to retire?
- How can you receive affordable health insurance before Medicare starts at age 65?
- How should you organize your investments prior to retirement to help minimize your taxes throughout retirement?
- At what age should you take your Social Security benefits?
- Our advisors can also help answer questions related to retirement planning, estate planning, tax minimization, and investment allocation.
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