Who We Help: Retirees
Find peace through planning out your retirement. Let’s find the best way for you to live your best life.
Some Examples of Who We Help
*Not actual clients
David and Sarah
Retired University Professors
Needed help optimizing his taxes and staying on track for retirement.
John and Kathryn
Retired VP of Product Dev. and School Teacher
Wanted reassurance of his financial path and to delegate the stress of managing his investments.
Richard
Successfully sold his construction business of 30+ years
Didn’t know what he didn’t know.
Barbara
Widowed mother of 5 and grandmother to 16
Decided to engage with Canyon to find the right path to retirement.
How we help Retirees
Challenges We Solve:
- Design Optimal Withdrawal Strategy: Planning and adjusting your withdrawal strategy in retirement brings the peace of mind that you deserve.
- Tax Optimization: Proactive tax planning that evolves with tax law changes can change the entire course of your golden years.
- Social Security Planning: We’ll help you understand the ins and outs of when to start taking benefits, how to integrate them with your other retirement assets, and strategies for optimizing spousal and survivor benefits.
- Wealth Preservation: Protect and grow your wealth while mitigating risks associated with market fluctuations and economic downturns.
- Legacy Planning: Ensure your success benefits your loved ones and the causes you care about through effective estate planning.
Want to see how we can help?
Find a time on Jake’s calendar for an intro call