Retirement Isn’t a Number—It’s a Lifestyle Choice

As you approach or settle into retirement, you need more than investment advice. You need a plan that helps you live well, stay flexible, and protect what you've built.


We guide retirees and near-retirees through income decisions, tax strategy, and evolving goals—with the long-term relationship and clarity you deserve.

Retirement isn’t just about stopping—it’s about knowing what comes next.

At Our House Wealth Advisors, we specialize in helping individuals and couples in their 50s, 60s, and beyond transition into retirement with peace of mind. Whether you're five years out or five years in, we bring structure to the big decisions and flexibility to the personal ones.



From clients in Chicago and Houston to retirees in Naples, FL, we work with people who want a plan that matches their lifestyle—not someone else’s formula.

What We Focus On

  • Creating reliable, tax-efficient income
  • Avoiding costly withdrawal or RMD mistakes
  • Social Security and pension strategy
  • Long-term care and caregiving planning
  • Legacy and gifting strategy
  • Ongoing check-ins as life evolves

You’ve worked hard to get here. Let’s make your next chapter just as intentional.

Top Priorities We Help With

01

Income Planning

Determine how much you can draw and when—from pensions, Social Security, IRAs, and more

02

Tax Optimization

Avoid common mistakes with RMDs, capital gains, and distribution timing

03

Investment Adjustments

Align your asset allocation to reflect new income needs and risk tolerance

04

Health Care Planning

Estimate and fund out-of-pocket costs, including Medicare and long-term care

05

Estate & Gifting

Create a thoughtful plan for giving—while still protecting your own financial future

06

Spouse & Survivor Planning

Structure accounts and income to support each other through every phase

Why Clients Trust Us During This Transition

  • We don’t assume what retirement “should” look like—we help you define what it means for you.
  • We explain every option clearly, without pressure or product bias.
  • We offer continuity and long-term support as your life evolves.


Whether you’re navigating your last years of work or learning how to live on your portfolio, we’ll guide you every step of the way.

Build Your Retirement Roadmap →