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Our Clients

Preparing for Retirement

Pave your path to a secure and prosperous retirement.

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Navigate Your Transition to Retirement with Ease

Retirement is a significant phase of life, and adjusting to it without proper planning can be daunting. Let Watersound Wealth Advisors guide you through the complexities of retirement preparation with expert advice, personalized attention, and unwavering support.

You've been working your whole life to achieve your retirement goals. We know how important it is to have an advisor you can trust to help you build and secure an enjoyable retirement.

Retirement Planning

Navigate Your Transition to Retirement with Ease

Retirement is a significant phase of life, and adjusting to it without proper planning can be daunting. Let Watersound Wealth Advisors guide you through the complexities of retirement preparation with expert advice, personalized attention, and unwavering support.

You've been working your whole life to achieve your retirement goals. We know how important it is to have an advisor you can trust to help you build and secure an enjoyable retirement.

Build an Investment Approach Tailored to Your New Goals

At Watersound, we'll construct a diversified portfolio that reflects your risk tolerance, time horizon, and financial goals, focused on maintaining that it evolves with your needs and market conditions.

We start with a thorough assessment of your goals and financial health to develop a personalized plan that addresses your specific needs, from anticipated retirement age to lifestyle choices, to gifting strategies, and beyond.

How We Build Portfolios

Custom Retirement Portfolios

Build an Investment Approach Tailored to Your New Goals

At Watersound, we'll construct a diversified portfolio that reflects your risk tolerance, time horizon, and financial goals, focused on maintaining that it evolves with your needs and market conditions.

We start with a thorough assessment of your goals and financial health to develop a personalized plan that addresses your specific needs, from anticipated retirement age to lifestyle choices, to gifting strategies, and beyond.

How We Build Portfolios

A Plan for Every Aspect of Your Retirement Journey

Effective retirement planning covers more than just financial savings. It's about establishing a well-rounded strategy that addresses all facets of your future.

Retirement brings many possibilities, including healthcare needs, increased travel, estate and succession planning, and you want a plan that you can rely on through the twists and turns.

How We Build Plans

Custom Retirement Portfolios

A Plan for Every Aspect of Your Retirement Journey

Effective retirement planning covers more than just financial savings. It's about establishing a well-rounded strategy that addresses all facets of your future.

Retirement brings many possibilities, including healthcare needs, increased travel, estate and succession planning, and you want a plan that you can rely on through the twists and turns.

How We Build Plans

Comprehensive Retirement Planning Services

Our advisors provide general guidance and customized financial solutions to help you achieve the retirement you've always envisioned. Whether you're in the early stages of planning, or looking to refine your existing strategy, we see to it that are able to truly enjoy your golden years.

Retirement Scenario Modeling

As you approach retirement, you may want to evaluate different prospective scenarios for your future. We can model out each of these scenarios in precise detail and help you make strategic decisions based on your unique variables.

Transitioning Your Portfolio

You want your investments to align with your evolving goals and objectives. Our team of financial professionals will work to transition your portfolio from your current situation towards your new retirement outlook.

Cash Flow Planning

Upon retirement, your income and expenses are likely to shift. At Watersound, we craft detailed cash flow plans that provide clarity and confidence as you approach this significant life stage. Our goal is to optimize your cash flow to support a comfortable and sustainable retirement.

Synthetic Pension Creation

For many of our clients, we work to create a synthetic pension, or an investment portfolio that can produce a steady flow of income throughout your retirement.

Estate Plan Review

Watersound financial professionals provide comprehensive estate plan and gifting strategy reviews that prioritize not only preserving your legacy, but also the financial benefits for both you and your beneficiaries.

Tax-Efficient Distribution Strategy

When it comes time to start taking distributions from your portfolio, Watersound can help you do so strategically. By carefully planning how and when you withdraw your retirement funds, we can help minimize your tax liabilities and extend the longevity of your assets.

Gain a Team of Advisors Committed to Your Success

At Watersound, we recognize that trust is the cornerstone of any successful advisory relationship. We are committed to being advisors you can depend on, offering not only expertise, but also a commitment to the fiduciary standard.

As your fiduciaries, our responsibility is to always act in your best interest. This commitment is embedded in every aspect of our practice, from planning to execution, your goals and objectives are the primary focus of our engagement.

Our Team of Advisors

Fee-Only, Fiduciary Advisors

Gain a Team of Advisors Committed to Your Success

At Watersound, we recognize that trust is the cornerstone of any successful advisory relationship. We are committed to being advisors you can depend on, offering not only expertise, but also a commitment to the fiduciary standard.

As your fiduciaries, our responsibility is to always act in your best interest. This commitment is embedded in every aspect of our practice, from planning to execution, your goals and objectives are the primary focus of our engagement.

Our Team of Advisors

Complimentary Portfolio X-Ray

Get a Complimentary Second Opinion on Your Current Approach.

Schedule an introductory meeting with one of our advisors to get started on a comprehensive audit of your current investment portfolio. Our team will comb through your investments line-by-line to highlight your portfolio's strengths and weaknesses. The insights gleaned in the Portfolio X-Ray will serve as the baseline for the construction of your future investment plan.

Blog Spotlight

Stay up-to-date with the latest news, strategies, and insights directly from our advisory team.

Build a Financial Plan Aligned with Your Life Goals

How to Build an Enhanced Investment Portfolio

8 Strategies for Building a Tax-Efficient Wealth Management Plan