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Age: 65 and 63
Overview: John and Jane had spent decades building their careers and saving diligently. As retirement approached, though, they found themselves overwhelmed with uncertainty: When should they claim Social Security? How should they draw down their retirement accounts? Would they be able to afford health insurance before Medicare?
With so many moving parts — and no clear roadmap — they wanted a trusted financial planner who could help simplify their options, minimize taxes, and create a plan they could feel confident about.
Do we have enough to retire comfortably?
How should we access and manage our retirement accounts?
When should we take social security?
How can we minimize taxes during retirement?
What are our options for affordable health care?
How much can we safely spend each year?
We create personalized projections so you understand exactly where you stand — and how much you can comfortably spend in retirement.
We design tax-efficient withdrawal strategies to help preserve your wealth and minimize unnecessary taxes.
We optimize Social Security timing to help maximize your lifetime benefits.
We review and recommend cost-effective health care solutions, while balancing income, tax impact, and your broader financial goals.
The first step to working with Oak Summit is getting acquainted & learning more about your situation to see if we're the right advisors for you
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Once you're ready to move forward, we go through our planning process to ensure all areas of your financial life are addressed & planned for
Money isn't meant to be a stressful part of your life. We help with decision-making and provide proactive planning so you can focus on enjoying life
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