Retirees
Retirement brings a new set of priorities — dependable income, tax-smart withdrawals, healthcare planning, and protecting your lifestyle through changing markets. We help retirees and pre-retirees build a strategy that turns years of hard work into a plan you can feel confident about.
Financial Confidence
for Retirees
Retirement should feel like freedom — not a spreadsheet you worry about every morning. At Roberts Wealth Management, our financial business coaches help retirees and pre-retirees create a clear income strategy, protect what they’ve built, and stay prepared for the real-life “what ifs” that can show up along the way.
Retirement Income That Feels Predictable
Turning savings into a dependable paycheck takes more than guesswork. We help you organize income sources and create a strategy designed to support your lifestyle — through good markets and challenging ones.
- Social Security timing strategy
- Withdrawal sequencing and income planning
- RMD planning and account distribution guidance
- Portfolio coordination for steady income needs
Protecting Your Lifestyle From the “Big Risks”
Retirement comes with real threats: healthcare costs, inflation, taxes, and market volatility. We help you identify what matters most — and build protection around it.
- Healthcare & Medicare planning coordination
- Tax-aware strategies for retirement accounts
- Risk management for market downturns
- Inflation-focused planning for long retirements
Legacy & Family Planning With Clarity
You’ve worked hard to build your assets — now it’s about making sure they go where you intend. We help you create an organized plan that supports your family, causes, and goals.
- Beneficiary review and account organization
- Estate planning coordination with attorneys
- Legacy and charitable giving strategies
- Survivor planning for spouses and family members
A Coach in Your Corner — Year After Year
Retirement planning isn’t “set it and forget it.” We provide ongoing support and coaching, helping you adjust as life changes — so your plan stays aligned with your priorities.
- Ongoing reviews and course corrections
- Coordination with CPA / attorney / insurance professionals
- Tax-season and RMD check-ins
- Planning for major life transitions (moves, travel, family)
Our Approach for Retirees
A clear, three-step process designed to help you feel confident about income, protection, and long-term planning.
Clarify Your Retirement Picture
We review income sources, accounts, expenses, healthcare considerations, and goals to create a complete snapshot.
Build Your Income Strategy
We create a retirement plan that helps connect your money to your lifestyle — and stress-tests it for the “what ifs.”
Coordinate & Keep It Updated
We implement your plan and provide ongoing coaching so your strategy stays current as markets and life change.
Why Retirees Choose Us
Retirement is too important for generic advice. We focus on real-world planning that helps you keep control, reduce stress, and make confident decisions.
More Peace of Mind
Know your plan has an income strategy and protection layers built for the long haul — not just ideal scenarios.
Down-Market Readiness
We help structure your plan so you can avoid emotional decisions when markets get rough.
Clear, Simple Guidance
We translate complex retirement topics into an easy-to-follow strategy you actually understand.
Coordinated Planning
We collaborate with your CPA and attorney so taxes, legacy, and income decisions work together.
Ready to Feel Confident About Retirement?
Let’s talk through your goals and build a retirement strategy designed for income, protection, and peace of mind.
Schedule Your Consultation