senior couple 2 | Bogart Wealth

Wealth Management for

Serving the unique needs of retirees is key practice area for our team of investment advisors.  Planning for the day when the paychecks stop can seem overwhelming.  

We can help you understand what kind of retirement you can expect and what you need to do to achieve your personal and financial goals.

How we can help

  • Helping You Prepare for Retirement
  • How much is enough? How should I invest?
  • Am I doing all I can? Can I save more tax-efficiently?
  • How does inflation affect my retirement plan?
  • Your plan will likely change - evolve with the times.
    As life throws you curveballs, we will continually work with you, so that your path is understandable and achievable.
  • Guiding You Through Your Retirement
  • Safe Retirement Withdrawal Strategies
  • Tax-Efficient Cash Flow Planning
  • Pension Payout Analysis
    (Annuity vs. Lump Sum, Survivor Benefits, Timing)
  • Roth Conversion Analysis
  • In-House Tax Preparation & Optimization
  • Retirement Location Considerations
    (State Taxes, Cost of Living, etc.)
  • Social Security Maximization
  • Health Insurance & Medicare Guidance
  • Long-Term Care Insurance Options & Analysis
  • Estate Planning & Multi-Generational Planning

Are you looking for independent advice?

Is Bogart right for me?

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