Preparing for Retirement?
A Fiduciary Wealth Management Advisor Can Help You Create a Tax-Efficient Strategy.
Start with our Free Retirement Evaluation, a straightforward way for pre- and post-retirees in Maryland and nationwide to review their income, tax planning needs, and overall retirement strategy.
If you're age 50+ with $750k or more in retirement savings, you may be asking:
How do I turn my retirement savings into an income stream?
How can I reduce my taxes in retirement?
Are my investments
retirement-ready?
Thinking About Partnering With Us? Get started in 3 simple steps.
Get Your Free Retirement Evaluation.
Discover how we can address your big retirement questions.
Sleep On It.
Take your time to review our evaluation. Our goal is to build long-term relationships, not pursue quick, one-off deals.
Enjoy Ongoing Advice.
Let us handle the heavy lifting so you can focus on the retirement you’ve been working toward.
The MY Wealth Way
Here’s what clients often value when working with our firm:
You’ll receive:
- Clear, upfront pricing
- Tailored retirement guidance
- Fiduciary financial advice - We act in your best interest
What we avoid:
- Hidden fees
- One-size-fits-all solutions
- Pressure to commit - Real planning starts with understanding, not selling
About MY Wealth Management
Since 2013, MY Wealth Management has been helping individuals over age 50 plan confidently for retirement. Jeff, our president and co-founder, brings nearly 30 years of experience in the financial services industry. We guide clients in developing holistic retirement plans that aim to:
- Explore strategies to lower your lifetime tax bill
- Navigate investment risks in uncertain markets
- Identify tax-efficient income strategies
Without a clear financial strategy, many retirees face challenges such as:
- Higher-than-expected taxes
- Using up retirement assets too quickly
- Making costly financial mistakes
A well-structured plan can help you feel more prepared for retirement.
