For clients currently retired.

Retire with confidence

Manage and protect your legacy.

Managing wealth in your retirement years requires thoughtful strategy and careful planning. Our services focus on creating sustainable income streams, protecting your assets, and helping to ensure your financial legacy is secure, so you can enjoy retirement.

Get in touch.
how we work

Independent, personalized advice.

Enjoying retirement is about living the life you’ve always dreamed of. We support retirees in managing their finances to maintain their desired lifestyle.

A white background with a few lines on it
Income distribution planning
A white background with a few lines on it
withdrawal strategies
A white background with a few lines on it
Estate planning
A white background with a few lines on it
Investment management
A white background with a few lines on it
long-term care
Get in touch.
our process

Get to know how we work.

01  Discovery

In our first meeting, we learn about you—your goals, and how you envision your investments working for you. It's about understanding your needs to serve you better.

02  Strategy

We craft a long-term strategy tailored just for you, outlining a clear plan designed for sustained success. This phase focuses on creating a path that aligns with your unique financial goals.

03  Execution

Putting your strategy into action with ease and efficiency is our goal. Through continuous communication and our dedicated team, we ensure the process is smooth and straightforward.

04  Optimization

By continually optimizing your financial strategy, we aim to ensure it remains effective. We respond quickly to life changes or market shifts, adapting your plan as needed.

Our mission

At United Planners, our mission is to empower clients with independent, results-driven advice. We work together to prioritize your  needs, delivering tailored strategies free from quotas or affiliations. We take a whole-person approach, integrating every aspect of your financial life to create robust plans designed to thrive in diverse market conditions.

Have more questions?

  • How can I ensure my retirement savings last throughout my retirement?

    We develop a tailored income distribution plan that aligns with your retirement goals, helping to ensure your savings last by managing withdrawals, investments, and spending.

  • What are the best strategies for minimizing taxes in retirement?

    We use tax-efficient withdrawal strategies, consider Roth conversions, and leverage tax-advantaged accounts to help minimize your tax burden during retirement.

  • How should I plan for potential long-term care costs?

    We assess your long-term care needs and recommend insurance options, savings strategies, and other financial products to help make sure you are prepared for potential healthcare costs in the future.