Retirement planning services

Developing a retirement plan is an important aspect of a financial plan. A personal financial advisor can partner with you to build a retirement strategy tailored to your goals and circumstances so you can feel more confident using money to maximize your return on life today, while you plan for tomorrow.

Step 1: Determining what life in retirement looks like for you

Step 2: Estimating the financial resources you'll need in retirement

Step 3: Creating a retirement paycheck

Step 4: Minimizing your taxes

Step 5: Building your asset allocation strategy

retirement_services.jpg
Our Services - Retirement Services - 5050 Content Row 1

Approaching retirement

Before retirement arrives, you'll need a plan to transform the savings you’ve accumulated and the benefits you’re eligible for into sufficient income to sustain the lifestyle you want. A United Capital advisor can help you and offer guidance regarding:

Pension Option Education

Rollover Option Education

Retiree healthcare

Income strategy

Tax considerations

Enjoying retirement

There are many issues to consider during retirement. Our advisors can discuss them with you and develop a plan for managing your finances, and creating a legacy for future generations.

Medicare

Charitable giving

Required minimum distributions

Estate considerations

Generational planning

Changing tax status

Our Services - Retirement Services - 5050 Content Row 2
Our Services - Retirement Services - 5050 Content Row 3

Considerations for employees.

We also offer planning services to employees of Fortune 500 companies. We gather information on employer’s benefits, such as a 401(k) savings plan, pension plan, life and health insurance, and nonqualified plan benefits, all with the goal to be our client’s partner in understanding and maximizing their benefits.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

Name*
ZIP Code*
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.

Find a personal financial advisor near you.