Retirement Planning
Kiper Wealth Advisors leading you through retirement.
Focused on you, your goals, and how to reach them.
Retirement Planning
Pre retirees and retirees are faced with so many life changing questions.
- Do I have enough money to retire?
- How should my portfolio be invested?
- How do I plan for the unexpected?
- What should my income level be?
- When should I take Social Security?
- What is the best way to leave money to my heirs?
- How do I protect my savings?
- Should I rollover my IRA?
Kiper Wealth Advisor is here to provide you with the answers.
Our Process for your secure retirement.
Organizing, protecting and growing your future.
Assisting clients through all stages of retirement.
- Organize: Getting to know you. What goals do you have for retirement? Where do you stand financially (debt/income)? What are your expectations? Organize your assets.
- Formalize: Your goals, risk tolerance, time horizon and asset allocation with a personalized Investment Policy Statement. Your Investment Policy Statement serves as a roadmap of your retirement.
- Implement: Portfolio construction based on your Investment Policy Statement
- Monitor: Your retirement plan, adjust as needed for market conditions, risk tolerance, objectives, time horizons and changes to your personal situation.