Pre-Retirement & Retired Folks

financial planning for

Pre-Retirement & Retired Folks

Are you getting close to retirement but not sure exactly when you can start easing in or fully retire? Or have you already retired and concerned about making your money last? I can help you uncover all of your resources and layout a financial plan that will show you how you can replace your current income by utilizing your assets and Social Security in the most efficient way that’s best for you.

One of the most rewarding parts of my job is to help people retire if they want to. I am passionate about putting a custom plan into place that shows my clients how they can leverage the next few years of working, ease into retirement and/or retire today. This is why saving money during your income-earning years for retirement is so important – so that you have the financial freedom that brings options.

my financial services for

Pre-Retirement Couples & Individuals

I help you address specific concerns like the examples here.


When exactly can you retire? Do you need to continue working, and if so, for how long? Can you start easing into retirement?



What if you outlive your money? We’ll look at different planning scenarios to assess how best to draw down assets in retirement.


How can we make sure you’re not too dependent on family? Times are different today where our families don’t all live near each other! And even if they are close, wouldn’t it be nice to give them the gift of not relying on them? Let’s get your retirement covered.


What if your money outlives you? You can create a financial legacy by designating how you want your assets distributed to family members, friends, and charities during or after your lifetime.


What if you have a long-term care event? We’ll look at the possibility of this and identify a plan so that you aren’t dependent on your family members.

learn more about

Who I Serve

I specialize in serving these three markets, but you certainly don’t have to fall into one of these categories to work with me. Schedule a consultation to see if we're a good match.

Rear view of a group of slim body-positive sportive active friendly women doing fitness and yoga together among mountain ecologically clean nature. Ecological Sports Tourism Concept

Free-thinking Women

Portrait of a happy older couple sitting by a beach.

Pre-Retirement and Retired Folks

Young african couple in love

Working Couples

Cambridge Investment Research, Inc. Form CRS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, IL, NJ, NY, TX, & WA.  No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Everhart Financial Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site

Copyright © 2024
Ann-Sopris Wealth