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Managing your investment portfolio in today’s volatile market is both complex and stressful. If you are nearing retirement, now is the most important time to get things right.

Personalized wealth management

Build the retirement you envision

Many people focus on reaching retirement, but not going through it. It’s important to plan. 

Capital Advantage understands the unique financial issues that pre-retirees face, and will help you create a personalized investment strategy and financial plan to help you stay on track and achieve your goals.

Investment Management

The time leading up to retirement is one of the most critical times to make sure your investment strategy is aligned with your goals and downside market volatility is minimized.

Ongoing Financial Planning

We assess your income, assets, liabilities, and objectives to develop an actionable plan designed to help you achieve your short-term and long-term goals.

Income/Cash Flow Projections

We’ll set expectations for how much you can spend to support your lifestyle and address your concerns: Will my retirement money last? When can I afford to retire? Is my portfolio invested for my goals?

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Sample Retirement Plan

Building your financial blueprint for retirement

Each personalized retirement plan provides a overview of your current financial situation, a modeling of where you want to be, and recommended actions to take to help you achieve these goals.

Client Success Story

How We Helped a Busy Professional Couple Create a Plan for Retirement Success

Nancie and Mark (ages 60 and 62) are high-income earning, busy professionals with jobs they enjoy. Retirement suddenly seems to be a not-so-distant reality, and they’re finally ready to focus on formalizing their future plans, but they don’t know where to start…

Are You on Track for Retirement Success?

Find out by meeting with one of our financial advisors for a no-cost, no-obligation analysis of your investment portfolio.

Recent Articles for Pre-Retirees

Retiring in a Bear Market: What to Know

With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…

Limitations: No amount of experience, recognition, or past success, nor the achievement of any professional designation, certification, degree, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advantage is engaged, or continues to be engaged, to provide investment advisory services. Please see Important Disclosure.