Retirees

 

Retirees
What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.

Related Content

Managing Income in Retirement: How Much is Enough to Retire?

How much is enough? For many investors, determining the answer to this question is often a top priority in their financial planning process.

Read More

How’s Your Navigation System?

Pick up any electronics store flyer and you’ll find several for sale. They were all the rage this past holiday season. In fact, I received one from my wife last month. What is it, you ask? Portable GPS. You know; the little handheld unit that helps you navigate the roads and highways.

Read More

The Financially Confident Retiree

We see it time and time again. Whether it is a couple who have come to our office to discuss preparing for retirement, or retirees who are now less sure of their financial security than they were a few months ago.

Read More

Our Expert Advisors

Lisa Brown, CFP®, CIMA®
Partner | Wealth Advisor

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."

Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Tom Presley, CPA, CFP®, PFS
Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.