RETIREES

Feel confident going into retirement

Retirement can be a thrilling and daunting phase of life. Our team is here to help you navigate through your golden years and provide you with the information and guidance you need to make informed decisions on:

Using your retirement funds for travel while saving for your senior years.
Applying for Medicare and determining what additional coverage you need.
Establishing a will or trust for your children or grandchildren
Covering any unexpected health care or nursing home costs.

You get to define what retirement looks like for you. Our team will support you and provide you with a financial strategy, so you can feel confident as you enter retirement.

Budgeting

It can be challenging to adapt your spending when your income changes. We will help you create a budget based on your priorities, so you can adjust your expenses and maintain your lifestyle.

Financial Planning

There are many variables to consider when planning for your golden and senior years. We will work with you to develop a financial strategy tailored to your needs and life circumstances.

Healthcare & Life Insurance

As we age, new physical and mental challenges can arise and have significant financial impacts. We will assist you in determining what your insurance needs are and establishing those plans.

Life Insurance & Retirement Planning

Many retirees seek to leave a financial legacy for their children or grandchildren. We will support you in determining what’s best for your family and collaborate with an estate attorney to ensure your loved ones are cared for as you wish.

Interested in getting started?

REM Wealth Management is dedicated to giving you the support you need as you pursue your financial goals.