Retirement Planning from Wealth Analytics


Where Are You?

Help me plan for the future!

Help me get a plan in place!

I’m already

Help me plan to make my money last!


We All Have the Same Fears.

Our retirement goals are unique, but our challenges are common. How can we possibly overcome them? "Do I have enough money to retire—and will my money last? How can I enjoy retirement to the fullest? Is it too late for me to write the best chapters of my life?"

“I don’t want to make a mistake.”


Preparing for retirement is not automatic.

You need an experienced mentor who specializes in this field, with systems in place to make your plan work.

Let Us Be Your Mentor


It's your life. It's your story.
It's your time.

It’s your time to be financially independent. It’s your time to live the life you’ve worked for. It’s your time to do the things you’ve always wanted to do. Wealth Analytics will help you get there.

Start Your Journey

Our Retirement Planning Process

At Wealth Analytics, our goal is to help you create the most enjoyable stage of your life’s journey.

From a financial standpoint, there are three primary stages in our lives: (1) working and accumulating wealth, (2) considering a transition to retirement, and (3) living in retirement.

Regardless of where you are in these three financial life stages, we can assist in writing your story and crafting a plan that will bring you sustainable success.

1. Working and accumulating wealth. In this stage, it’s all about accumulating funds for retirement. We help you identify the right savings vehicles, like 401(k) plans, IRAs, and other accounts. We also help you implement a savings and investment strategy that will maximize your growth but limit your downside risk.

2. Transition to retirement. This phase usually occurs in the last five to ten years of your career. At this stage, we focus on protecting your assets from volatility. You’ve worked hard to save for retirement. You don’t want to risk those savings in the final years before you leave the working world.

We also help you answer some major questions about your retirement.

How will you generate income? How much can you afford to spend? When should you file for Social Security? How will you address risks like health care costs and long-term care? We develop a plan so you can face any challenge or obstacle that arises on your path to retirement.

3. Living in retirement. You’ve reached stage three. Mission accomplished, right? Not quite. You’ll still face financial obstacles even after you retire. For instance, you’ll need to continue growing your assets so you can generate income that lasts through your lifetime. You may face sizable costs for health care and long-term care. Taxes and inflation could pose a threat to your savings.

Our retirement planning is an ongoing process so we can make changes and adapt as your needs and goals evolve. We serve as your planning partner throughout each stage of life so you can live the retirement you’ve always imagined. Select your stage and let’s start the conversation.

Start Your Journey!

With our fee-only financial planners.