Approaching or in Retirement

Approaching or Living in Retirement
You have worked hard to get where you are, now it is time to enjoy the fruits of your labor. At Our House Wealth Advisors, we believe that having a solid retirement plan sets you up for long-term success and we want to be right there with you.
We Offer you an effective ways to plan and manage your retirement. Please inquire about pricing options.
Personal financial planning website
Set Specific Financial Goals, Both Short-term and Long-term
Investment Management
- Risk tolerance
- Savings and investing plan
- Retirement Income Plan
- Tax loss harvesting
Social Security Maximization
Tax Planning**
Pension Planning and Income Replacement Options
Healthcare
- Medicare and supplemental insurance
- Long-term Care Options and Planning
Estate Planning and Gifting Strategies**
Downsizing, Moving and Snow Birding
Quarterly Check-ins and Annual Plan Adjustments
Your Journey to Retirement Freedom Starts Today!
No minimum investment if on a subscription plan
**Trust work and tax preparation is an additional charge