Baby Boomers & Pre-Retirees

Retirement is changing. In the past, you worked the same job for thirty years and retired on a pension. Today, the road to retirement has both more opportunities and more challenges. How we spend our time in retirement is also changing. Today’s retirees are staying active, traveling, volunteering, even starting new careers. 

To better serve today’s retirees, PareShah Partners takes an inspired approach to financial planning. 

For those nearing retirement, we help you define what you want out of your golden years and then structure a plan based on your specific financial resources and priorities to help you achieve it. We work with you one-on-one to structure investment strategies designed to maximize income, limit risk and minimize tax obligations. 

For those already enjoying retirement, we focus on lifetime-income solutions to better ensure you don’t outlive your savings. We also assist with the completion of wills, health-care proxies, powers of attorney and other legal documents, and help you access high-quality life insurance and long-term care insurance. 

To address your estate-planning needs, we employ innovative tax-advantaged solutions designed to help you create multi-generational wealth and leave a lasting personal or philanthropic legacy.