What We Do

Financial Planning for Successful Retirement

What exactly is financial planning for retirement? To answer that question, it’s important to remember that retirement is the single biggest financial decision that most people make in their lives. Shouldn’t a decision of that magnitude be handled by a retirement specialist that has a refined process to organize all the complex and disparate pieces of the wealth management puzzle; including investment planning, tax planning, retirement income planning and estate/risk planning?

At Goepper Burkhardt, that’s what we do for you. We help you plan for the retirement you’ve dreamed of — one that’s full of the pursuits that make you happy and, equally important, one that’s planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.

It all starts with a data discovery and organization meeting before you even become a client. Fit is very important in our client relationships, so we spend several meetings getting to know each other while we review your current portfolio and compare your retirement income sources to your retirement lifestyle and legacy goals. As we work through everything together, we will point out any risks that we uncover.

When you decide to become a client, we’ll complete our initial analysis and begin your Comprehensive Retirement Plan. In an increasingly complex financial system, it’s important that we formulate a clear, understandable course of action and discuss every important detail. After all, wealth management isn’t a single discipline; it’s several:

Investment Plan
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Retirement Income & Spending Plan
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Estate & Legacy Plan
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