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.
Clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Schedule a Quick 15-Minute Call
Schedule a Quick
15-Minute Call
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