Retirement Planning
Vista Partners focuses on building a comprehensive roadmap to retirement for our wealth management clients. We help you identify blind spots that you may not have considered in your fi nancial plans, such as building a sustainable spending budget or preparing for Medicare and your healthcare needs in retirement.
For those nearing retirement, we can help you establish your fi nancial plan, then work as your partner to help sustain a positive retirement outcome. We will assist you in charting a course of action to pursue and achieve your own personal retirement vista, guiding you in how to consider:
Retirement age and longevity
• Social Security strategy
• Pension income
• Retirement income strategy
• Sustainable spending budget
• Tax strategies
• Medicare
• Healthcare cost analysis
• Long term care
• Legacy/estate planning