We aim to give you the confidence to enjoy your retirement years, knowing that your financial future is secure. We’ll work with you to find solutions and strategies that most appropriately meet your needs, whether it’s analyzing your Social Security benefits, planning for long-term care, or creating a tailored investment strategy.

Optimizing Retirement Income

Our team of professional retirement advisors takes a holistic approach to optimizing your retirement income so that you can get the most out of the golden years ahead. We offer comprehensive financial retirement advice and personalized guidance to ensure that all aspects of your financial plan are considered, from tax implications to estate planning.

Analyzing Your Social Security Benefits

The first step in creating an effective retirement and wealth management plan is understanding the full extent of your Social Security benefits. With our comprehensive analysis and research, our advisors can provide you with an assessment of how much you should be receiving in retirement income. We will then help you decide how best to maximize your benefits so that you can enjoy a secure future.

Planning for Long-Term Care

No one likes to think about long-term care, but it’s essential to plan ahead so that you have a safety net when the time comes. Our team of professional financial advisors for retirement planning can help you explore all available options, including insurance policies and other methods of protecting yourself from unexpected medical expenses.

Investment Strategies for Retirement

At ATS Wealth Management, we are committed to helping families like yours secure their financial future through fiduciary responsibility and a holistic approach to investment strategy. Our experienced financial advisors for retirement management will work closely with you to develop customized strategies to optimize your retirement income, protect assets over time, and provide a more secure financial future for current and future generations.

Tax Planning for Retirement

If you’re looking to reduce your taxes on retirement income, our advisors can provide tailored strategies specifically designed with your long-term goals in mind. From investments to estate planning, we work closely with you to minimize the impact of taxes on your pension or other retirement income streams.
Our team is also here to help you determine your capital gains tax liability in retirement. Whether you’ve earned income from stocks and mutual funds or sold real estate assets, understanding capital gains tax laws will help ensure that you’re not overpaying or missing out on potential deductions. We can analyze this information and advise on how to lower your taxes while preserving as much of your hard-earned capital as possible.

Asset Management

We understand the hard work and dedication it takes to build your assets. That’s why we take a personalized approach to retirement planning – ensuring that our clients’ needs and goals are addressed while preserving and growing their assets.

We focus on providing low-risk investments and utilizing investment opportunities to help our clients pursue their long-term financial goals.  Our team of experienced advisors is dedicated to helping families like yours pursue the security of their financial future with fiduciary responsibility and a holistic approach to asset management strategies.

Our Asset Management Strategies Include:
  • Who will take care of you and your family if something happens?
  • How do you wish to handle long-term medical care?
  • What is the desired disposition of your assets?
  • How do you wish to provide for minors or disadvantaged individuals?
  • What about funeral arrangements and other final wishes?
  • Who should handle the administration of your estate?

Structured Withdrawals

Whether you’re preparing to enter retirement or already enjoying it, our team is here to help provide structured withdrawals that minimize penalties and fees.
We strive to minimize taxation on your hard-earned assets with periodic and nonperiodic distributions tailored to each individual’s needs. Our investment advisors will take a holistic approach to ensure that your long-term financial goals are met while helping you maintain the lifestyle you desire during your golden years.
Our experienced advisors understand the complexities of withdrawal strategies, so you can rest assured that your financial future is secure. We’ll work with you step-Reviewed By-step to develop a personalized plan for making distributions from your retirement accounts in order to maximize returns while minimizing tax consequences.

Estate Planning

Crafting an Estate Plan that Fulfills Your Goals

When it comes to estate planning, ATS Wealth Management understands how important it is for you and your family’s future. That’s why we take a personalized approach to crafting an estate plan tailored to your needs and goals. Whether it’s protecting your legacy with trusts or considering charitable giving options, our team of experienced advisors is here to help you build an estate plan that works for you.

Protecting Your Legacy with Trusts & Charitable Giving Considerations

We appreciate the trust you place in us when it comes to retirement planning, so we offer comprehensive solutions designed not only to ensure that your assets are secure but also that they continue growing throughout your retirement years. Our advisors strive to provide you and your family a secure future Reviewed By creating customized plans based on detailed analyses of current market trends and conditions.

Financial Management Planning for Retirees

Our retirement planning services can help manage your finances and provide an understanding of how inflation can affect your savings. We know the hard work it takes to build up a retirement fund, so we’re committed to helping you protect and grow it.

Understanding the Impact of Inflation on Your Savings

Inflation is an ever-present threat to retirement funds. With prices rising year after year, your investments must be managed with precision to keep up. At ATS Wealth, we utilize strategies such as tax-deferred accounts and portfolio diversification in order to protect your nest egg against any potential losses due to inflation.

Choosing the Right Insurance Policies During Retirement

Insurance policies are important tools during retirement, providing additional Security and peace of mind while ensuring that you and your loved ones are taken care of when life throws a curveball. We’ll take the time to get to know you and your needs so that we can find the right policies for your individual situation.

Diversifying Your Retirement Portfolio for Maximum Security

Our team will help create a diverse portfolio tailored specifically for retirees based on risk tolerance levels, financial goals, and other considerations. Diversification helps ensure that you get steady returns throughout all stages of investing without putting too much risk in any area.
Rest assured, knowing that experienced professionals are watching every aspect of your financial future with ATS Wealth Management’s retirement planning services – from taxes and insurance policies to investing strategies and more. Let us help guide you through this exciting journey into financial freedom!

Retirement Calculators

401k Savings Calculator

401k Savings Calculator – A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
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Life Expectancy Calculator

Life Expectancy Calculator – This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
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Long Term Care Calculator

Long Term Care Calculator – Long term care is needed Reviewed By those who can’t perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
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Required Minimum Distribution RMD Calculator

Required Minimum Distribution Calculator – RMD Calculator – for Current Year – The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from some retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.
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Retirement Income Calculator

Retirement Income Calculator – Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
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Retirement Shortfall Calculator

Retirement Shortfall Calculator – Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential short fall in your current retirement savings plan.
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Roth 401k vs Traditional 401k Calculator

Roth 401k vs Traditional 401k Calculator – Use this calculator to determine which 401(k) contribution type might be right for you.
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Social Security Benefits Calculator

Social Security Benefits Calculator – Use this calculator to estimate your Social Security benefits.
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Taxable vs. Tax Deferred vs. Tax Free Investment Calculator

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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