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Retirement Planning

Retirement planning for young and senior people

You worked hard saving for retirement. Those savings have an important purpose and deserve to be used how, when and where you have always dreamed of using them. This requires a thoughtful plan, customized to suit you and your dreams for this next chapter.

Take the first step in living the life of your dreams. 

Our experts guide you through various retirement scenarios, quantify your goals and plan for all life’s uncertainties before crafting a retirement plan that aligns with the future you envision.

TIP - It's never too early for retirement planning

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Our process is different

  • You call the shots. Everyone is unique, with different financial situations and life plans. The first step in planning your retirement is defining what “life after work” means for you. Our job is to build a plan that aligns with that definition.
  • We lead with a plan tailored for you - only you. We’re not here to pitch our ideas. We’re here to listen to your goals, wants and dreams and construct financial frameworks that help bring them to life. What’s more, we educate you on your options along the way and ensure you have direct access to your advisory team.
  • We are mindful of taxes. Taxes are a crucial part of the retirement planning process and can impact your plan in many ways. Not only do we strategize ways to lower your annual tax bill, we collaborate directly with your CPA to ensure that strategy is cohesive and your overall portfolio is tax efficient.
  • We’re always here to help. We’re dedicated to helping retired clients manage their tax situation any way we can - by adjusting where they pull their income from each year, changing how their portfolio is invested based on each account’s tax status, implementing strategic charitable giving strategies, and converting pre-tax funds to Roth when appropriate (just to name a few).
  • We support you. We realize plans can change. Whether it’s your goals, employment status, tax code, or family dynamics, even the best-laid plan is likely to get thrown off track somewhere along the way, which is why our advisors work incessantly - reviewing your plans and updating them whenever necessary.

Why use retirement planning?

Burney Wealth Management Retirement Checklist- Download

The Burney Retirement checklist will assess your current retirement plan if you are approaching retirement in the next 10 years.

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The Retirement Readiness Checklist

The Burney Retirement checklist will assess your current retirement plan if you are approaching retirement in the next 10 years.

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Ready for a personalized retirement income plan?

We’re ready to create a custom financial plan for your unique situation. Not a client? No problem. We’d still love to present you with a plan. Fill out the form below and a Burney representative will be in touch with more information.

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