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.
Here's how the 15‑minute call works.
1
We ask a few questions
About your timeline, your current plan, and what's on your mind.
2
We look for gaps
Tax planning, income timing, investment structure. We point out what could use a closer look.
3
You leave with next steps
Knowing what your next steps could be, whether or not we work together.
Social Security, health insurance, and taxes are common first topics.
- Do you have enough money to retire?
- How will you cover health insurance before Medicare starts at 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.
Hear from people who've been through the process.
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviewers have not been compensated or received any material incentives for providing a review. No material conflicts of interest have been identified within these reviews. BWM’s Eau Claire office has maintained an “Excellent” 5-star rating on Google since October 16, 2021.
Reviews Disclosure
Answers about fees, minimums, and fit.
After a complete analysis of your financial situation, we give you specific recommendations along with a side-by-side comparison of your current cost versus the cost of moving forward with us. Our fee is a percentage of the assets we manage, with no separate fee for additional planning services. It ranges from .10% to 1.75%, averaging around 1%, depending on the amount invested and scope of services.
Yes, $500,000 in investable assets. That minimum exists so the depth of planning you receive, research, coordination, and a full team behind your accounts, is worth the fee you're paying. There's no upper limit on how much you can invest with us.
We work best with people over 50 who are within five years of retirement or already retired, with $500,000 or more in investable assets, along with business owners. Many of our clients come to us after working with a previous advisor or managing things on their own. If any of that sounds like you, the best way to find out if we're the right fit is a quick call.
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.
Book your call in three quick steps
"*" indicates required fields
