Our approach to preparing for retirement is not a “one-and-done” method. A successful strategy requires a comprehensive, ongoing approach that takes into consideration the various stages of life and one’s changing needs.

Estate Planning

Regardless of your net worth, it’s important to have a basic estate plan in place. Having the proper legal documents in place while you are living and at death will save time and money, help prevent legal issues, and ensure your wishes are executed. We work with each individual client to determine the appropriate documents needed for their estate and situation.

Tax Planning

The goal of tax planning is to arrange your financial affairs in order to optimize your taxes now and in the future. At Acute Wealth Advisors, we feel this opportunity is too often ignored, resulting in missed opportunities for tax savings.

We focus on analyzing your tax situation and creating strategies specific to you. We help you optimize your taxes now and during retirement in an effort to improve the tax efficiency of your financial plan.

Social Security

Deciding when to start collecting Social Security benefits can be one of the most important retirement income decisions you'll make. Unfortunately, many people decide to claim their benefits without understanding all of their options. This lack of understanding often leads to poor choices and reduced benefits for the rest of their lives.

At Acute Wealth Advisors, we believe Social Security can be one of the cornerstones of your retirement, and optimizing these benefits is critical. We can help you navigate the complex rules and claiming strategies to arrive at the best options for your situation.

Financial Planning

Developing strategies for when and how to trigger income throughout retirement is a key component of a successful retirement. At Acute Wealth Advisors, we help you develop a plan to meet your income needs while also factoring in the other "what ifs" of life. Our experience and guidance can help you successfully navigate this critical area of retirement.