Pre-Retirement
Funding & Planning Life’s Biggest Milestone
Retirement Services in Dublin, Ohio
You’ve Made It!
Retirement is just a few years away and you’re ready for what comes next. But how can you be sure you won’t run out of money? How should you structure your investments to live the life you want? What do you want to leave behind for your children or grandchildren?
Your Future Starts WithThe Right Questions
Our team will create a plan to help meet your retirement goals, whatever they may be. We do so by working with you to answer three questions:
What Do You Have?
What Do You Want?
How Do You Get There?
Analysis
What Do You Have?
We analyze your existing assets to learn:
- How much you saved
- Where you saved it
- What you’re invested in
We also look at your insurance coverage and taxes to create a holistic picture of your net worth and life savings.
Vision
What Do You Want?
We talk with you to understand:
- What you want out of retirement
- Who is important to you
- What you like to do in your free time
- What questions you have about the future
- How you want to leave a legacy
Knowing your vision for retirement helps us create a plan aligns with your unique needs.
Planning
How Do You Get There?
Knowing what you have and what you want, we put them together into a comprehensive plan designed to help meet your retirement dream. Your plan may include:
- 401(k) recommendations
- 401(k) rollovers or in-service distributions
- Retirement income planning and investments
- Life insurance
- Annuities
- Active investment management
- Long-term care insurance
- Tax strategy planning
Working with Step Up Wealth Management, LLC is a long-term partnership. After your plan is created, we provide:
Portfolio Monitoring
Your investment portfolio and financial recommendations are rebalanced and updated as needed.
Plan Evolution
As life, the markets, and your circumstances evolve, your plan should evolve with it.
Meeting Flexibility
You choose how often you want to meet with us – quarterly, semi-annually, or annually.
Knowledgeable Referrals
Need a CPA or estate planning attorney? Let us provide a referral to a trusted partner.
Access & Availability
We are only a call away and ready to discuss your finances when you need it.
Ongoing Education
Many of our clients benefit from attending our educational seminars and events.