Retirement Capital is a retirement planning firm serving pre-retirees and recent retirees, typically ages 50 to 65, who want to turn the wealth they have built into a clear, coordinated plan for the years ahead. The firm works with high-achieving individuals, many of whom have between $1 million and $5 million in investable assets, and helps them consider how their finances can support the retirement they envision.

Its services include income planning, investment planning, tax planning, health care planning, and legacy planning. Retirement Capital’s approach brings these areas together to help clients create reliable retirement income, manage taxes over time, prepare for health care costs, and plan for the lasting impact of their wealth. Through its four-step planning process, the team learns about each client’s goals, analyzes their financial picture, develops a personalized plan, and supports them as they move forward.

Retirement Capital Advisors, LLC, is a registered investment advisor. Advisory services are subject to licensing requirements, and the firm notes that investing involves risk, including possible loss of principal.