Most couples are now spending 20-30 years or more in retirement and need a plan to fund this extra time.
More volatility is expected in the stock market over the next 10 years then we’ve seen in the past 20.
Bond interest rates are close to historic lows so they are no longer a reliable option to grow your portfolio.
Geiger Wealth is a retirement planning and portfolio management firm that specializes in helping couples in their late 50’s to early 60’s structure and optimize their portfolios to prepare for 20-30 years of retirement and the challenges that can arise.
When you’re close to retirement it’s vital you have a plan to protect your portfolio from big losses, so you can grow your money safely, create a dependable, sustainable income to support you for the next 20 to 30 years, and leave a legacy for the ones you love.
Geiger Wealth specializes in retirement plans for couples in their 50’s and 60’s so we understand how to balance growth with risk management during the years before you retire. We walk you through the process, step by step, to create a plan that will help you sleep well, knowing that when you’re ready, you can retire with confidence.
Working with experts like Geiger Wealth can help to uncover any weaknesses in your current portfolio and make a plan to address them so your portfolio is as “bulletproof” as possible.
In your 50’s and 60’s managing risk is vital to avoid large losses that can have an impact on your quality of life at retirement. At Geiger Wealth we strive to create a plan that allows your portfolio to grow while protecting what you’ve already saved.
Many people’s retirement plans only account for the income they believe they’ll need in retirement. Our goal is always to help you create a portfolio that can generate more income than you’ll need so you can handle the unexpected after retirement.
Your portfolio should strive to create optimal growth while also minimizing your taxes. An important part of our retirement planning service is helping you simplify your life ahead of retirement so you have a better understanding and more control over your finances.