With over 30 years in the community, we seek to become lifetime partners for our clients, their children, and even their grandchildren.

Explore our services below.

Retirement Planning

Whether you’re approaching retirement or already enjoying financial independence, Capital Advantage will help you craft a customized plan designed to make your retirement a time of personal growth and opportunity—balancing your immediate financial needs with your goals for the future.

Approaching retirement:

We review the current assets and income that you’ve earmarked for retirement, then help you to determine an appropriate savings strategy after applying various inflation, tax, and investment return projections.

The end result is that you have a goal-driven plan of action to help ensure that you achieve financial independence when you want. And, as the economic environment changes, we’ll work with you to make sure that our action plan stays focused on your future.

Already enjoying retirement:

An effective retirement plan can help ensure that you will not outlive your retirement income, taking into consideration factors such as inflation, taxes, investment performance and appropriate withdrawals.

Part of our process is to help you analyze your assets and sources of income, and then plan ongoing savings or withdrawal strategies that will make your money last—in essence, we’ll help you to create a paycheck from your portfolio fit for your lifestyle.

Download our free Retirement Expense Worksheet!

We’d love to start a conversation with you. Call or request an appointment today.