Retirement Planning Services
Retirement Planning Services
Secure the future you envision.
We recognize that retirement means something different for each individual. Your retirement strategy should be as unique as your vision for the future.
More than just ensuring financial independence, our approach helps you maintain the lifestyle and flexibility you’ve worked hard to achieve—whether you choose to fully retire or continue pursuing new ventures. We empower you to step into this next chapter with confidence and peace of mind, fully prepared for the life you envision.
Retirement Planning Services
Personalized Retirement Planning
We work closely with you to create a retirement plan that reflects your financial situation and long-term goals, ensuring every aspect aligns with your vision for the future.
Tax-Efficient Retirement Planning
Our approach leverages effective strategies with a focus on minimizing tax burdens while maximizing retirement income.
Investment Strategies
We guide you in building a diversified portfolio that fits your risk tolerance and time horizon, helping you grow your retirement savings with confidence.
Social Security Optimization
Our team helps you make the most of your Social Security benefits by determining the optimal time to claim them, enhancing your retirement income.
Income Planning
Together, we develop a strategy that creates a steady income stream for your retirement for assurance and long-term financial stability.
Healthcare & Long-Term Planning
We help you prepare for potential healthcare and long-term care costs, planning for your future needs.
Estate Planning Integration
Our advisors integrate estate planning into your retirement strategy, helping you safeguard your legacy with cohesive wills, trusts, and beneficiary designations.
What To Expect When Working With SIMA Wealth Partners
Initial Consultation
We collaborate with you to create a retirement plan tailored to your specific goals and needs, establishing a secure foundation for your future.
Financial Assessment & Analysis
A comprehensive review of your financial situation is conducted to identify both opportunities and challenges in your retirement strategy.
Retirement Plan Development
We develop personalized strategies focused on savings, investments, and tax efficiency, outlining clear steps to help you reach your retirement objectives.
Retirement Plan Strategy Implementation
Our team guides you through implementing the recommended strategies to ensure they align with your long-term financial goals.
Ongoing Monitoring & Review
We provide regular reviews and assessments to keep your plan on track, making necessary adjustments to stay consistent with your evolving retirement objectives.
FAQs Frequently Asked Questions
SIMA Wealth Partners provides personalized, independent expertise to help you design and manage the right retirement plan for your business.
A 3(21) fiduciary, as defined by ERISA, manages or advises on a retirement plan’s assets, and our team has the expertise to effectively fulfill this role for your company.
Corporate retirement plans typically involve investment, advisor, recordkeeper, and third-party administrator fees, which we evaluate to ensure your plan is cost-efficient and competitive.
We work with businesses of all sizes and industries, tailoring our services to meet the specific needs of both small and large enterprises.
We assess your retirement plan fees using benchmarks to ensure you’re paying the appropriate amount, and we offer free consultations to help you evaluate your plan costs.
We offer a range of financial services, including wealth management, fiduciary consulting, and employee education. For more details please contact us today.
Let Us Help You Plan Your Retirement Today
Contact SIMA Wealth Partners to get started with your consultation. With our experience and expertise, we will help you secure a solid financial future to enjoy the retirement you deserve.
