Life Doesn’t Stop After You Retire—Your Plan Shouldn’t Either

You’ve done the saving. Now it’s time to live with clarity and purpose. We help retirees turn their savings into income, manage evolving expenses, and adjust their financial plan as life continues to change.



Whether you're looking to simplify, stay proactive, or revisit long-term goals, we’re here to keep your plan in motion.

Make your money work for you—so you can live the life you’ve earned.

Once you’re retired, the questions change—but they don’t disappear. Now it’s about turning your nest egg into reliable income, managing evolving expenses, and adjusting as life (and laws) change. At Our House Wealth Advisors, we provide retirement income planning that’s personal, proactive, and sustainable.

What We Cover

  • Ongoing income distribution planning
  • Required Minimum Distributions (RMDs)
  • Tax strategies to reduce your lifetime tax burden
  • Charitable giving and legacy planning
  • Long-term care evaluation
  • Updating your plan when life changes

Retirement is personal—and your financial plan should reflect what you want to do next.

How We Support Retirees

01

Income Distribution Planning

Create a predictable, tax-efficient income stream from various sources—Social Security, pensions, IRAs, and more.

02

RMD & Roth Strategies

Manage Required Minimum Distributions (RMDs) and explore strategic Roth conversions when appropriate.

03

Health Care & Medicare Planning

Forecast and fund health care costs, including Medicare premiums and out-of-pocket expenses.

04

Lifestyle & Legacy Alignment

Ensure your plan reflects what you value—from travel to giving to leaving an inheritance.

05

Long-Term Care Scenarios

Model potential costs and determine the role of insurance or self-funding.

06

Ongoing Adjustments

Stay on track as markets shift, laws change, or your personal situation evolves.

From Florida’s Gulf Coast to Chicago’s North Shore—We’re With You for the Long Haul

Retirement isn’t a “set it and forget it” moment. It’s an evolving journey. We’ll be your partner through it all.

See How Retirement Planning Can Support You →