Schedule a quick 15-minute call with our team to talk through where you are in your retirement journey, get a sense of where there may be gaps, and find out if we’re the right fit to help you move forward.
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 $500,000 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 team can also help answer questions related to retirement planning, estate planning, tax minimization, and investment allocation.
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviews have not been verified or edited by BWM and do not reflect the views of the firm or its advisors. Reviewers have not been compensated or received any material incentives for providing a review. BWM has maintained an “Excellent” 5-star rating on Google since October 16, 2021. Ratings are subject to change and are not indicative of future investment performance or success.be representative of the views of other clients and are not indicative of future performance or success. No material conflicts of interest have been identified within these reviews.
Schedule a Quick 15-Minute Call
Schedule a Quick
15-Minute Call
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