Retirement Planning

Over the last 35 years, Bernicke Wealth Management has helped over 1,000 people with retirement planning. The experiences gained over these years have taught us many lessons that cannot be duplicated by reading a book.

Our personally-designed retirement plans include the following components aimed at ensuring our clients are able to maintain a comfortable lifestyle well after retirement. Our personalized plans include the following, and much more:

• Investment management: Investments must be aligned with risk tolerance and time horizon. 

• Tax minimization: Coordinating your retirement strategy for optimal tax efficiency is something our team develops and maintains annually for every client. 

• Estate planning: We must ensure all assets are effectively transferred to surviving spouses and children.

Because so much goes into retirement planning, Bernicke Wealth Management has organized an entire team of financial 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.

Schedule a quick 15-minute call with one of our CERTIFIED FINANCIAL PLANNER^™ professionals to discuss your most pressing questions related to retirement. You can also reach us directly at (866) 832-1173.