Wealth Management For Pre-Retirees & Retirees
The decisions you make now about income, taxes, Social Security, and how your investments are set up will shape every year to come.
You're Probably Thinking…
Most of the women we meet at this stage are often thinking about the same three questions.
"Am I on The Right Track, or Have I Been Doing This Wrong For Years?"
You're not sure if what you've saved is even enough. The closer retirement gets, the louder that question starts to become.
"How Do I Turn What I've Saved Into A Reliable Monthly Income?"
You've spent decades putting money away, but nobody ever showed you how to actually live off of it.
"How Can I Reduce My Taxes Going Into Retirement?"
You have a feeling you're going to owe more than you should—you just don't know what to do about it yet.
What Meritage Focuses On
We'll build a plan based around your goals and the things in life that are important to you.
Turn Your Savings Into a Paycheck
We map out every source and make a number you can rely on.
We Find The Room In Your Taxes
We put a strategy in place before the window closes.
You'll Always Know Where You Stand
We'll let you know if you're on track, and what to do if you aren't.
Get The Free Countdown To Retirement Guide!
How We Charge For Planning & Investments
We charge one annual advisory fee, a percentage of the assets we manage. We'll walk you through exactly what your fee would be before you ever commit to anything.
Choose a Time to Talk
Just 45 minutes to talk through where you are, what your whole picture looks like, and whether Meritage is the right fit to help you get to where you want to be.