Retirement Planning

Retirement Planning

Maintain the lifestyle you want in retirement.

Over the last 35 years, Bernicke Wealth Management has helped over 1,000 people with retirement. The experiences gained over these years have taught us many lessons that cannot be duplicated by reading a book. Perhaps the greatest achievement over this time was building out a uniquely designed firm to help people retire effectively.

In retirement, many different moving parts have to come together. Investments have to be aligned with risk tolerance and time horizon. Taxes need to be minimized. We need to be certain that there is enough money in investments to maintain their desired lifestyle. We need assurance that if a spouse passes their assets transfer efficiently to the surviving spouse and eventually their children. We even have to make sure that significant expenses like health insurance are adequately planned for.

Over the years, we have found that one person with a base knowledge on many of the moving parts related to retirement is OK, but having a group of people, each with a different specialty, all working for the collective benefit of each client is far more powerful. Because of this, Bernicke Wealth Management has organized an entire team of specialists to help our clients through every turn in their retirement journey.

Whether you are retiring from an employer, selling your business, or transitioning your business internally to key executives or family members, we have experience in all of these areas. Additionally, Ty Bernicke’s research on retiring early was originally published in The Journal of Financial Planning and subsequently in Forbes. This experience is available for you to test for free simply by talking with one of our advisors.

Click here to speak to one of our advisors, who can provide you with a quick second opinion to make sure you are on the right track.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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