Free Retirement Evaluation
A 3-step process to help identify tax planning opportunities, review your investments, and gain retirement clarity.
Who We Help
We are retirement and tax planning experts who specialize in helping:
Age 50+
Retirement-minded individuals who are either retired or approaching retirement
$750K+ in retirement savings
Diligent savers with at least $750K in investable assets (excluding real estate)
Common Concerns In Retirement Planning
Retirement is a major life transition, one that often raises big questions such as:
- How do I turn my retirement savings into a paycheck?
- How can I lower retirement taxes?
- Are my investments retirement-ready?
These are important concerns, and you deserve clarity as you navigate them. MY Wealth Management can help you evaluate the strategies that may fit your situation.
Get Your Free Retirement Evaluation
Our free, three-step retirement evaluation helps you understand your current financial situation and uncover future opportunities.
20-Minute Introduction Call
This short call gives us a chance to learn about your situation and determine if your financial needs align with our expertise.
After the call, we’ll ask for a few key documents to help us prepare for your next meeting. Rest assured, your data will be securely handled at every step.
Discovery Meeting
Evaluation Review
Once we’ve completed your evaluation, we’ll schedule a one-hour review to walk you through our findings and recommendations.
During this session, we’ll provide a detailed breakdown of strategies to help evaluate your investments, identify tax-efficient planning opportunities, and structure your retirement income.
Take A Moment & Sleep On It!
At the end of this process, we’ll ask you to take some time to reflect on everything we discussed.
Our goal is to build long-term relationships, not a quick transaction.
There will never be any pressure or push to say "yes."
How MY Wealth Management Supports Your Financial Goals
MY Wealth Management helps you understand your financial picture so you can make informed decisions.
When you partner with us, you get:
- Integrated planning – We offer investment management, tax planning, and retirement income strategizing under one roof
- Personalized advice – Every plan is tailored to your goals, risk tolerance, and financial needs
- Fiduciary guidance – As your fiduciary guide, we prioritize your best interests with complete transparency
Frequently Asked Questions
Why should I hire MY Wealth Management?
You should consider working with us if you want to:
- • Better understand your financial picture
- • Coordinate your retirement income and tax planning
- • Build a long-term financial strategy that reflects your goals and family priorities
How is MY Wealth Management different from other financial advisors?
MY Wealth Management focuses on the needs of individuals age 50+ who are preparing for or already in retirement. Our work centers on retirement income planning, tax strategy, and investment management for this stage of life.
Our clients work with a team rather than a single advisor, giving them access to support from multiple professionals with varied experience. Before you decide to work with us, we offer a complimentary evaluation that outlines the planning areas we can assist with so you can determine whether our approach is a good fit.
Can you work with clients in other states?
Yes! We work with clients nationwide via secure Zoom video. Every meeting is secured with a password, and we adhere to rigorous security protocols to protect your privacy.
How does MY Wealth Management earn compensation?
We charge a percentage-based fee for ongoing retirement and tax planning, as well as management of your investment accounts as part of a coordinated, tax-aware planning process.
Our pricing is transparent, with a fee schedule of:
- 0.89% on the first $1.5M we manage
- 0.40% on amounts above $1.5M
- Minimum Annual Fee of $4,000
We currently work with clients who have at least $750,000 in investable assets (excluding real estate). Schedule a complimentary discovery meeting with us today to see if we align with your financial goals.
Do you offer one-time planning?
No. Our focus is on long-term partnerships. If you’re looking for hourly or one-time planning, we recommend the Garrett Planning Network.
Where are my investments held?
We use Altruist, a secure, independent custodian. You’ll have 24/7 access through its modern, intuitive online portal.
