Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

Retirement Planning

Most of us think about retirement often, but do not know where to start. The biggest challenge for people is figuring out how to take the pile of money they spent a lifetime building and turning that pile into income. How should it be invested now that I want a lifetime income? How much can I take? How long will it last?

Watermark evaluates every aspect of your life to create a retirement plan that targets your unique goals. Whether you are a year away from retirement or 10 years developing a plan is key. Please contact us today at 602-633-0855.

Contact Us

video

Request a Free Portfolio Analysis

  • Please enter a number from 10000 to 99999.

video

Pre-Retirees

Imagine your retirement as if it were a mountain. For the past 30 or so years, you’ve been slowly advancing towards its peak, each day of your career another step closer to the crest. Upon reaching your summit, what will you feel? Perhaps you’ll look behind you and feel immense pride in the trail you’ve trekked or look around you and feel joy in finally making it to this great height. But, as you turn and face your descent, is it confidence or fear that overcomes you?

Utilizing the tools you’ve already gathered, such as 401ks, IRAs, annuities, and more, Watermark Wealth Strategies can map your transition to retirement long before you arrive at your apex. Then, as you approach your chosen retirement date, we’ll review the services we’ve put in place to sustain your lifestyle and introduce any new strategies you’ll need on the downhill slope. Our aim is for you to stand at the top on your final day of work seeing only the possibilities, not the vulnerabilities, that await you in your second act.

elderly couple looking over papers

Retirees

Over the years, Watermark Wealth Strategies has witnessed thousands of clients cross their retirement finish line. We’ve come to realize that once these individuals make it past the invisible border that separates life inside and outside of the workforce, there is no singular mold for what active retirement looks like. For some it involves travel and bucket list undertakings, but for others it centers on volunteering or even a part-time job in different field.

Regardless of what this new stage holds for you, we want to deliver the flexibility within your plan for you to thrive in the freedom of retirement. Stride-for-stride we’ll match your preferred pace, continually reevaluating and adapting what you set up prior to retirement to ensure it’s in agreement with your reality post retirement. As our team takes the lead on the practical issues – income distributions, Social Security, tax-efficiency, and risk management – you’ll be able to take on the distance ahead at exactly the speed you’d like.

Our Clients Trust Us
to Look Out for
Their Interests