One of the biggest concerns about planning for your income in retirement is taxes. There are several ways to approach taxes efficiently when you’re approaching retirement, and we’ll help you assess your options, compare them, and ultimately choose the strategy that is right for you. We’ll work with you to help optimize your investment strategies and income to help reduce your tax burden as much as possible, so you can keep as much of your money as possible.

Planning for a comfortable financial future is not without its risks. Between market fluctuations, emergency expenses, potential declines in assets or investments, and beyond, it’s important to have a solid risk management strategy in place. We’ll help you identify potential risks, analyze their severity, and create a custom strategy to manage these risks before they have a chance to take too much of your money. But we don’t stop there – once your strategy is in place, we’ll keep a continuous eye on its performance, monitor its success, and adjust along the way wherever needed.

Fee-based advising models typically align the advisor’s incentives with the client’s financial goals. Rather than earning a commission from selling products, these advisors are compensated through fees based on assets under management (AUM), flat retainers, or hourly consulting. This kind of model prioritizes comprehensive financial planning and long-term performance over one-time transactions. With Standley Financial Group, you have the option to select our fee-based advisory service route that centers your unique needs over commission influences – or not. We want to provide you with as many options as possible, so you can make the best decision for you and your future.

In retirement, the last thing you want to do is worry about where your income will come from. To create a solid income plan for your retirement, you first need to assess your particular needs and goals (Where do you plan on retiring? How do you plan to spend that time? Do you have a pension?). We’ll help you establish and prioritize these needs and goals and then create a customized pathway to help get you to your future. Standley Financial Group is here to help you plan for and experience the retirement you’ve dreamed of.

At Standley Financial Group, we know how important it is to protect your legacy and plan for it to last for generations to come. You’ve put in the work to build up your wealth, and you deserve to pass it down how you choose. Whether it’s personal accounts, properties, or any other asset you possess, we’ll help you create a smooth transition plan that can avoid unintended consequences those transfers may have on your loved ones and work alongside your existing retirement plan.