At Empowering Retirement, we prioritize your individual goals and aspirations, not just our services. By asking insightful questions and genuinely listening, we uncover the best solutions tailored to your current and future needs. We delve into what truly matters to you and your family, ensuring our approach aligns with your passions and priorities. Our high client retention rate speaks to the trust generations of families have placed in us over the past 17 years.
Whether you’re approaching retirement or already enjoying it, our comprehensive planning process is here to ensure you do so with confidence. We conduct thorough reviews of your 401(k)s, 403(b)s, 457s, traditional and Roth IRAs, pensions, Social Security benefits, and other assets. Here’s how we can assist you:
We identify the most tax-efficient methods to withdraw your assets.
We help you determine the best time to start taking your Social Security benefits.
We develop a strategic plan for RMDs, ensuring your financial stability now and in the future.
Philanthropy is more than a gesture; it’s a testament to your commitment to making the world a better place. Let’s work together to harness your passion for giving and create a legacy that inspires and endures.
We focus on your specific needs and goals.
Proudly serving families across generations for over 17 years.
Providing detailed reviews and personalized plans to secure your retirement.
We have witnessed tremendous changes in the world and the resulting shifts in the economy, markets, and inflation have transformed how we perceive risk, particularly concerning retirement income. At Empowering Retirement, we help you navigate these changes and create a robust plan that aligns with your assets and goals.
In these uncertain times, having a solid retirement plan is more crucial than ever. Don’t leave your future to chance. Let us help you secure a financially stable and fulfilling retirement.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Investment advisory services offered through Donato Wealth Management, PLLC, dba Empower Wealth Management and Empower Wealth & Tax (“Empower Wealth Management” or “EWM”),
an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Personal investment advice can only be rendered after the engagement of EWM, execution of required documentation, and receipt of required disclosures. All investment and insurance strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Past performance is no guarantee of future results. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #305031.
Insurance products and tax services are offered through Senior Tax and Insurance Advisors, PLLC, dba Empower Wealth Group (“Empower Wealth Group” or “EWG”). Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products offered through EWM. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. EWG is not affiliated with or endorsed by the U.S. Government, Social Security Administration, nor the federal Medicare program. You may be contacted by a licensed insurance agent. Calling the number above will direct you to a licensed insurance agent. EWG may not offer every plan available in your area. Any information provided is limited to plans available in your area. Please contact Medicare.gov or 1-800-MEDICARE.
EWM and EWG are both affiliated companies of Empower Wealth, LLC (“Empower”). Investment adviser representatives of EWM may have a financial incentive to recommend tax and insurance products and/or services offered through EWG which presents a conflict of interest. This conflict is addressed by EWM’s adoption of its Code of Ethics, which requires that all EWM’s Associated Persons place the interest of clients ahead of their own. Clients of EWM are also free to choose their own tax and/or insurance professionals and are under no obligation to utilize the services offered through any related entities or persons associated with Empower.
Strategic Partners listed on this page are not employees of EWM and are not affiliated through common ownership.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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