Saving and Planning for Retirees and Pre-Retirees

At Goepper Burkhardt, we specialize in serving retirees and pre-retirees. Although our ideal client relationship begins in the years prior to retirement, we can be of service at any stage of retirement and, in many cases, can help you increase the longevity of your retirement income, no matter where you are in the process.

From investment planning to tax minimization to estate planning, risk management and more, retirees and pre-retirees face a unique set of financial challenges today.

Should you choose to work with us, we will design and implement a Comprehensive Retirement Plan that’s tailor-made just for you, based on your unique goals, risk tolerance and other variables.

Your Comprehensive Retirement Plan will consist of an Investment Plan, a Retirement Income & Spending Plan and an Estate & Legacy Trust Plan.

We know that, for most people, saving for retirement is a lifelong endeavor, and it’s critical to maximize the longevity of your retirement income. For that reason, cost-effectiveness and tax efficiency permeate every component of our planning process. After all, “it’s not how much you earn, it’s how much you keep,” is never truer than in retirement.

Due to the comprehensive nature of the services we provide, Goepper Burkhardt generally works with clients whose liquid investment assets are $1,000,000 or more. We also offer investment-only and financial planning-only services for those who are a future fit for our full service but are not quite ready now.

We feel that client/advisor fit is of the utmost importance when hiring a financial advisor. Our process begins with two to three no-cost meetings in which we try to determine if we are going to be a good fit. Give us a call at (864) 370-3244 to schedule a complimentary introductory appointment.