Retirement Planning

People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before – according to the Insured Retirement Institute’s 2019 study, 45 percent of baby boomers haven’t put a single penny toward their own retirement.

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Prepare for Tomorrow, Make the Most of Today

OUR EXCLUSIVE RETIREMENT PLANNING CONCIERGE™ PROGRAM

 

Our goal is to help you plan for and live a successful retirement. We provide straight-forward, no-nonsense facts about your money and your life so that you can make the best decisions possible. We provide all the professionals working in tandem together for your best interest, assist with the paperwork for 401k’s, pensions, and Social Security, and provide a full financial and income plan. It is a true accomplishment to retire after a lifetime of hard work. We want to help you realize your achievement with the least amount of stress and hassle.

Take this easy quiz to see if you’re ready to let the adventure begin.

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Download Guide
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Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?

This exclusive Retirement Planning Concierge™ program is for folks who are retired or will retire within the next six months. If you are looking for a straight-forward, no nonsense, all inclusive, and hassle-free way to get all of your retirement services taken care of at one place and for one all-inclusive price, The Retirement Planning Concierge™ is for you.

The Retirement Planning Concierge™

by Waterstone Private Wealth Management

This exclusive Retirement Planning Concierge™ program is for folks who are retired or will retire within the next six months. If you are looking for a straight-forward, no nonsense, all inclusive, and hassle-free way to get all of your retirement services taken care of at one place and for one all-inclusive price, The Retirement Planning Concierge™ is for you.

The Retirement Planning Concierge™ will take care of all the paperwork, coordinate all the details, and provide all the professionals (Retirement Planning Advisor, CPA, Registered Social Security Analyst, Health/Medicare Insurance Specialist, and Estate Planning Attorney) working in tandem together, all in one place, all for one price. That way you can relax, retire, and know that it’s done right. You can feel confident that you have made the best decisions possible and you can move on with your life being retired and free to pursue all the things you’ve dreamed of doing.

THE RETIREMENT PLANNING CONCIERGE™ SERVICES INCLUDE:
  • Financial Retirement Plan detailing your retirement income and expenses so that we can design your money around your life and allow you to focus on relaxing and having fun in retirement
  • Income Plan with established distribution to your bank monthly
  • Social Security Analysis by Registered Social Security Analyst to determine how you can maximize your benefit and the amount you get in retirement with the least amount of taxes
  • Retirement Planning Concierge™ to assist you in filing your Social Security Forms Online (no hassle with going to the Social Security office and pulling a number to wait for hours), 401k Rollover, and Pension paperwork
  • Consultation with a CPA to discuss any tax related concerns related to retirement including company stock and NUA concerns, taxation of pensions and social security.
  • Consultation with Medicare supplement insurance specialist to assist with questions and give quotes about Medicare part A,B,C,D
  • Consultation with Health Insurance professional (if under 65) to discuss the many plan options that are available to you and choose which one is best (including exchange-based plans, creative group plans, short term plans, major medical plans, and faith-based plans)
  • Consultation with estate planning attorney and free financial and healthcare documents
  • Who else coordinates all the paperwork, all the professionals, and gets you all the answers in one place, for one price?

    Give us a call today to learn more!

    (918) 272-1120

Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

Download Guide