Financial Planning for Retirees & Pre-Retirees With $1M+ Assets
We specialize in comprehensive financial planning for retirees and those close to it (age 50+) with $1M+ in assets—helping you preserve wealth, minimize taxes, and create a confident retirement.
Our Full List of Partners Include...
You're Aged 50+
You’ve worked hard over the years and successfully accumulated $1 million or more in retirement savings.
Now, You Need a Clear Path Forward...
How can I turn my savings into steady reliable retirement income?
What proven strategies can help minimize my taxes in retirement?
Are my current investments aligned with my retirement goals?
How do I plan for Social Security, Medicare, and Long-Term Care needs?
All Your Financial Needs in One Place.
We’re fiduciaries, which means we always put your best interests first—no commissions, no hidden fees, and no conflicts of interest.
We specialize in helping retirees and pre-retirees with $1M+ in assets turn complex retirement planning into a clear, actionable strategy. From income to taxes, investments to legacy, we bring structure to the decisions that matter most.
We turn complexity into clarity, giving high-net-worth retirees the confidence to act on what matters most.
Confidence Backed by Experience
We've helped countless retirees and pre-retirees simplify complex decisions, reduce tax burdens, and turn wealth into lasting peace of mind. Here’s what they have to say about working with us...
Ross is the exemplary professional when it comes to wealth management. He works well with his clients in a collaborative manner towards defined goals. I would highly recommend his services.
When my husband and I were looking for a financial advisor, we prayed for God to direct us to the right people… trustworthy, knowledgeable, kind, and patient. We now consider the Clearpoint team not just our advisors, but our friends.
We’ve worked with the Clearpoint team for the past couple of years to begin planning our transition to retirement. We trust them completely to act with our best interests in mind, and they always provide honest, thoughtful guidance.
We've worked with Ross for the past couple of years to begin planning our transition to retirement....We trust Ross completely to act with our best interests... and he always provides honest, thoughtful guidance.
Take Charge of Your Financial Future
Our simple 3-step process makes getting retirement-ready easy: Start with a quick Free Retirement Review, then take your time to decide if we’re the right fit—while gaining clarity on your plan.
Get Your Free Retirement Review
Learn how we help high-net-worth retirees reduce taxes, optimize their plan, and approach retirement with clarity and confidence.
Take Your Time
Review your personalized retirement plan and see if we’re the right partner to help you move forward with clarity and confidence.
Ongoing Planning
We'll manage the details on an ongoing basis with hands-on, expert financial guidance and wealth management—so you can focus on a great retirement.