Retirement Planning Made for You.
Your Retirement Goals. Our Expertise.
Retirement should be filled with confidence, security, and limitless enjoyment. With our financial advice for retirement planning, we’ll help you prepare for it, ensuring you can enjoy the next chapter of life with peace of mind.
Are you nearing retirement or recently retired but still have questions and concerns?
We help you gain CLARITY and CONFIDENCE around common questions you might have when approaching retirement, such as:
I’m not sure I’m on track to retire, how do I catch up?
When should I begin taking Social Security?
Will my retirement funds be enough to sustain my desired lifestyle?
How can I reduce my taxes in retirement?
Are my investments appropriate to meet my retirement goals?
How should I plan for rising medical expenses?
What if I need long-term care?
How can I leave a legacy?
Customized Retirement Planning
Tailored to Your Unique Goals.
INVESTMENT PLANNING
We analyze all your investment accounts to ensure your accounts work together and align with your retirement goals.
Our philosophy is to reduce risk while improving returns so you can enjoy retirement and have your investments work efficiently and effectively for you.
SOCIAL SECURITY PLANNING
We analyze your circumstances, age, income, health, spousal benefits, personal preferences, and long-term financial goals to determine optimal Social Security timing and maximize your benefits.
RETIREMENT INCOME PLANNING
We design a reliable and tax-efficient retirement income plan accounting for all income sources, including pensions, annuities, investments, and Social Security, to ensure a steady income to support your desired retirement lifestyle.
TAX PLANNING
We develop a tax planning strategy to optimize your tax savings today and in retirement. Through an annual tax return analysis, we identify tax-efficient withdrawal strategies and explore tax-advantaged investments and gifting strategies to help you keep more of your hard-earned money in your pocket.
INSURANCE PLANNING
We address the potential risks of premature death, long-term care needs, and asset protection by analyzing your needs and coverage to identify gaps or areas of improvement.
Gain peace of mind knowing your retirement plan can continue even when faced with life's uncertainties.
ESTATE PLANNING
Whether your estate planning needs are simple or more complex, we work with your legal professionals to help you establish or update wills, trusts, and advanced healthcare directives to safeguard your assets and pass down wealth to future generations and/or charities in a seamless and tax-efficient manner.
Gain confidence.
Retire on Your Terms.
TARA Wealth is here to help you navigate all your retirement needs, from investments and income to tax strategies, lifestyle planning, and building multi-generational wealth. With our financial advice for retirement planning, we’re committed to making your retirement a time of confidence and enjoyment.
We take the time to understand what matters most to you, giving you back your time and removing the uncertainties about what life will look like in retirement. Let us guide you toward a future that’s as fulfilling as it is secure.