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Retirees & Individuals Near Retirement

Planning for Your Ideal Retirement

You’re trying to figure out when to retire, how much you’ll need and how to make your money last. We can help you plan and prepare with the goal of having you feel confident in your retirement income plans and having you enjoy the life you’ve built.

Frequently Asked Questions

Transitioning into retirement is an exciting life change. However, reaching retirement doesn’t mean all of your financial challenges are behind you. In fact, for most people who are entering retirement, we help them address new questions, such as:

  • Have I saved enough? How much can I afford to spend each month so I don’t run out of money? 
  • Do I have enough saved to leave something behind for my family?
  • What will I do with all my newfound time? What if I want to keep working?
  • What mix of investment strategies and vehicles are right for me in retirement, and when should I make the change?
  • How much can I afford to help my grandchildren with education expenses? What else do I need to do to protect and provide for my family?
  • What else do I need to do with my estate plans and insurance to protect and provide for my family?
  • What do I do with the money in my workplace retirement accounts after I leave my job? 
  • How can I maximize my Social Security benefits? What about Medicare? How can I plan for gaps in my medical coverage?

Nurturing Your Retirement and Legacy 

Investment Management

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Overall Income Planning

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Wealth Management

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Helpful Estate Planning

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*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
or a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Our Team

Our advisors deliver comprehensive, concierge-level service so you can live the life you want and nurture your legacy.

Meet the Team

Our Services

The services we offer at Schoettle Financial are designed to help you feel a tangibly positive impact on your financial life.

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Our Approach

At Schoettle Financial, we work to be the catalyst, through financial guidance, to help our clients make confident decisions.

Our Approach