For Pre-Retirees
Confidently Step Into the Next Chapter
If you’re five to ten years from retirement, now is the time to fine-tune your financial plan. The decisions you make today will determine the quality of your retirement tomorrow.
At Fellows, we help pre-retirees strategically transition into retirement with a clear, customized plan.
Key Areas of Support for Pre-Retirees:
- Retirement Income Planning—Understanding how much you’ll need and where it will come from.
- 401(k) & IRA Strategies—Optimizing contributions, rollovers, and withdrawals.
- Social Security & Medicare Planning—Knowing when and how to claim benefits for maximum impact.
- Tax-Efficient Retirement Planning—Reducing your tax liability before and after you retire.
- Investment Adjustments—Ensuring your portfolio is properly allocated for this stage of life.
Your Retirement, Your Way
Retirement isn’t just about reaching a certain number—it’s about designing a life that aligns with your goals and priorities. We work with you to ensure you can retire on your terms, with financial confidence and stability.
