Retirees

How We Help

At Springwater Wealth, we specialize in helping people plan for and enjoy retirement. We want you to feel confident about your financial future, so we’ll take your concerns seriously and answer your questions clearly and objectively.

When you work with us, you’ll receive expert advice about:

Retirement – We’ll take a comprehensive look at your financial situation and help you figure out the best time to retire. Once you’ve retired, we’ll work with you to

Planning for the future – We’ll help you review your current and future living expenses, so you can be confident that you can enjoy the retirement you’ve planned and prepared for.

Your unique challenges and opportunities – We’ll guide you through the opportunities and challenges that might come up as you enjoy retirement, like creating income in the most tax-efficient manner, optimizing your Social Security and/or pension benefits, and maximizing the impact of your charitable giving.