Achieve Your Ideal Retirement
We specialize in assisting clients who are approaching and in retirement with preparation and strategic planning, harnessing the power of evidence-based investment science. We’ll help you develop a long-term retirement income strategy that leverages dynamic portfolio design with our own individualized approach that’s focused on what matters most to you in retirement, including critical needs and potential life changes.
Income and Investment Strategy Development
We can work with you to establish a smooth financial path toward your retirement objectives with our disciplined investment approach and advanced planning. Our sophisticated financial tools can help you simulate potential scenarios, analyze your assets and investment earnings, and project cash flow needs to arrive at an approach that lets you preserve your wealth and maintain a healthy income stream. You’ll also benefit from tax-aware retirement withdrawal strategies to help you make the most of your nest egg.
What’s Most Important to You?
Everyone’s image of retirement is different. Whether you’re looking forward to more time with friends and family, or you’re planning to travel or pursue new interests such as a second career, we want to know your values, hopes and dreams. Our planning process begins with conversations centered on you. What do you want to accomplish? What are your ideals? What are your most cherished goals? What do you hope to achieve during retirement? Once we have a thorough understanding of your desired outcomes, we’ll analyze and stress-test findings gleaned from our conversations to lay the groundwork for a solid, long-term retirement strategy.
Ongoing, Personal Service and Support
Our work for you is built around a core of personal conversations and a thorough understanding of your situation. From leaving a family legacy to philanthropy and charitable giving, your retirement plan can incorporate what matters most to you in your post-working years. Empyrion is committed to continual evaluation and regular updates of our clients’ retirement, investment and financial plans so they’re well-positioned to meet their ongoing needs and objectives. Our goal is to serve — our clients can always rely on us to put their needs first with every strategy we recommend. You can rest assured, knowing that we’re firmly focused on your best interests with every step of your retirement journey.
Kimberly is the Founder and President of Empyrion Wealth Management and author of Wealthy by Design: A 5-Step Plan for Financial Security.
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Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
