People In Or Near Retirement
As you approach retirement, your plan shifts from gathering assets to preserving them for income distribution to last through your retirement years and beyond.
Retirement Plan Management
If you have a company retirement plan, we’ll review the plan and its current management with you.
Employees who have these plans may not have had the opportunity to develop a wide-ranging financial plan designed to help them pursue their goals. We will discuss the options available for employer sponsored plans, and help you decide which one is right for you.
Just as important, we’ll be your go-to resource whenever you have questions or concerns about your investments or finances. All you have to do is call.
Tax Planning and Management
Oswego Wealth Management will identify strategies to manage your tax liability, helping keep your financial plan and income intact. This can be especially important when you experience a significant liquidity event like the sale of a business, large retirement account withdrawals or company stock.
Income Planning and Management
In retirement, you may have several sources of income: Social Security, a pension or other deferred compensation program, your Individual Retirement Account, 401(k) or other qualified plan. The point is, it can get complicated, especially when what you really want to know is “Will I have enough?”