Wealth Management for Retirees

Retire comfortably. Rest securely.

We seek to keep your legacy maintained with beneficiary designations, trusts, giving strategies, and more. Our team of professionals has years of experience and will help you maintain and pass down your financial legacy.

Our Services for Retirement

Financial Planning & Consultation

INTELUS is skilled at providing analysis for increasing the viability that you can retire comfortably. This service includes social security analysis and annual forecasting with retirement projections.

Investment Planning

INTELUS provides investment strategies for your IRA, 401k, and your taxable investment accounts. Our team assist you with analyzing your portfolio’s risk and provide investment recommendations which are tailored to your personal financial goals.

Retirement Planning

INTELUS assists you in evaluating your current assets and expenses. Our mission is to assist you in setting a strategy to receive the income you desire from your hard earned assets. We consider the proper withdrawal rates, taxes, risk profile, and potential investment return in your analysis.

Protection Planning

INTELUS provides advice on how to protect your assets for the people and organizations you care about. We review your tax strategies as well as your estate planning. You will receive advice on beneficiary designations, various trusts, and charitable giving strategies to protect and pass on your legacy.

We've built a reputation of integrity, trust, and commitment for healthcare pros.

Preserve and Invest your financial future with INTELUS.

If you're looking for a partner who will be with you every step of the way on your financial journey, look no further than INTELUS Wealth Management. Let us help you build a legacy of financial health that will last for generations to come.

Schedule an Appointment

Have a Question? Contact us below.

Name

Email

Address

Phone

Question

Thank you!

Oops!

Services for Retirees