fbpx

Retirement Planning

We begin Retirement Planning with the end in mind.

We believe Financial Planning should be based on your goals and your "investment comfort zone." 



















Get the help you need to quantify specific goals.



What are you planning to do in retirement?

Most of us look toward retirement all of our work lives. We save for it. We look forward to it. But most of us don’t think about the day when all of our weekdays become weekends.

We know the questions that will help you define your life after working all those years.

We put your life and your goals at the center of the conversation adding a new dimension and strength to traditional retirement planning.

No, we don’t have all the answers, but by asking the right questions we shift the conversation from asset management to a discussion of comfortable lifestyle management using the money you accumulate as one of the tools for making your goals obtainable.

Call us today →
As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.

Our plans always consider the tax pitfalls of retirement distributions.

We help you to understand the tax implications of withdrawals during the accumulation phase. We help you develop a tax efficient strategy for getting access to your retirement funds. And we look for tax-favored strategies that reduce your current taxable income.

Call us today →
As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.



The WBH approach makes it easier to make life choices.

You won't fear retirement or become apprehensive as it grows near. Understanding  the financial impact of your decisions about whether to retire early, when to begin social security payments or how to take distributions from retirement plans are no longer a reason to be concerned.  Worries about how to contain the costs of medical care, should it be necessary, have already have been considered.

The wisdom of Brent Hamilton,  CERTIFIED FINANCIAL PLANNER (TM) who is also an IRS Enrolled Agent and holds a Masters in Financial Planning can be put to work for you. Call today for a FREE one-hour meeting.

Call us today →
As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.