Pre-Retirees
The 5 to 10 years before retirement, when the sequencing decisions get expensive. Roth conversions, Social Security timing, retirement account drawdown.
See Pre-Retiree Financial Planning
Planning that fits the situation. Pre-retirees, executives, business owners, professional women, widows, divorced women, and inheritors. Each conversation starts from where you actually are, not from a template.
Every client sits in a specific life stage with a specific set of decisions in front of them. The plan for a pre-retiree five years from Social Security looks nothing like the plan for a widow reorganizing her household. Below are the seven groups we work with most, though most conversations cross two or three at once.
The 5 to 10 years before retirement, when the sequencing decisions get expensive. Roth conversions, Social Security timing, retirement account drawdown.
See Pre-Retiree Financial PlanningEquity compensation, deferred comp, concentrated stock positions, and the tax choreography of a high-income career.
See Financial Planning For ExecutivesRetirement plans for the company, personal planning around the business, and the eventual succession or exit.
See Financial Planning For Business OwnersManaging a sudden increase in assets from an inheritance, including inherited IRA rules and the emotional side of the money.
See Financial Planning For InheritorsCareer-driven planning that treats you as the primary financial decision-maker. Disability, equity, and executive-track topics included.
See Financial Planning For Professional WomenRebuilding the plan after divorce. Account retitling, cash flow re-scoping, Social Security on an ex-spouse's record.
See Financial Planning For Divorced WomenThe specific work that follows a spouse's death. Survivor benefits, retitling, tax filing status, and the plan re-mapped to one household.
See Financial Planning For WidowsNot sure which category fits? Most clients sit across two or three. The first conversation is where we sort out which pieces apply. Schedule a consultation or see the full services list.
The first meeting is a conversation. We map what's going on, what matters most, and whether we're the right fit. In person in Boca Raton or Plantation, or by video from anywhere.
The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.