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

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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.


Charitable giving

Required minimum distributions

Estate considerations

Generational planning

Changing tax status

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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.

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  • Your questions answered

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