At Empowering Retirement, we focus on you. Not just the services we offer. By asking the right questions and genuinely listening, we craft solutions tailored to your specific goals – both for now and the future. We delve into what matters most to you and your family, tapping into your passions and priorities. This personalized approach has earned us an excellent client retention rate, allowing us to proudly serve generations of clients for over 17 years.
We understand that your retirement planning needs are as unique as you are. That’s why we start by understanding your goals and aspirations. Whether it’s traveling the world, pursuing hobbies, or ensuring financial security for your family, we align our strategies to support your vision. Our approach is all about building a relationship based on trust and understanding. We don’t just offer services; we offer solutions that fit seamlessly into your life.
One of the most critical decisions you’ll make in retirement planning is when to take Social Security. The timing of this decision can significantly impact your overall retirement income. At Empowering Retirement, we specialize in creating tax-efficient Social Security strategies tailored to your unique situation.
Managing how much of your income comes from Social Security versus other sources can make a big difference in your ability to support your long-term retirement plan. We analyze your entire financial picture to determine the most tax-efficient way to receive your Social Security benefits. This might include delaying benefits to take advantage of higher payouts, or strategically combining them with other income sources to minimize your tax burden.
Our approach doesn’t stop at Social Security. We take a holistic view of your finances, ensuring that every aspect of your retirement plan works together. From investment strategies to estate planning, we cover all bases to secure your financial future.
We start with a comprehensive analysis of your current financial situation, including assets, liabilities, income, and expenses. This detailed understanding allows us to create a customized plan that addresses your immediate needs and long-term goals.
Choosing the right partner for your retirement planning is crucial. At Empowering Retirement, our dedication to personalized service and our extensive experience set us apart. We are proud of our track record of helping clients achieve their retirement dreams.
With over 17 years of experience and a high client retention rate, we have a proven track record of success. Our clients trust us to guide them through their most important financial decisions, and we are honored to serve multiple generations of families.
We believe that personalized attention is the key to effective retirement planning. Our team takes the time to get to know you and understand your unique needs. This personalized approach ensures that we provide solutions that are tailored to your specific situation.
Retirement planning is not a one-time event; it’s a lifelong journey. We offer continuous support to help you adjust your plan as needed. Whether it’s market fluctuations, changes in tax laws, or shifts in your personal circumstances, we’re here to ensure that your retirement strategy remains on track.
Your journey to a secure and fulfilling retirement starts here. Contact us at Empowering Retirement to schedule a consultation. Let us help you create a retirement plan that reflects your goals, values, and dreams. Take the first step towards your future today.
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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