Dream Life Wealth Management
You want to retire in 5, 10 or 15 years, but your retirement feels uncertain.
We'll help you answer these questions...
1
When can I retire?
2
Do I have enough money to retire comfortably?
3
How do I turn my savings into predictable monthly income?
Our Services
We specialize in retirement planning for people age 50+ and offer customized solutions to enjoy and have confidence in retirement.
Financial Planning
Personalized financial plan based on your life stage, goals, and what matters most to you and your family.
Retirement Income Planning
Creating reliable income from multiple sources for a well-deserved and fulfilling retirement.
Investment Management
Diversified and tax-smart portfolios designed for strong long-term results without taking unnecessary risk.
Tax Planning
Tax efficient strategies designed to help with reducing taxes, Roth conversion timing, smarter income withdrawals and charitable giving.
Social Security Timing
Analyzing your claiming options based on your income needs, tax strategy, longevity, spousal benefits, and other income sources.
Estate & Legacy Planning
Leave an inheritance, support a family, give away generously with a purpose and a plan.
What our clients say
Working with us, you get:
Ongoing support and guidance
100% Fiduciary advice
Transparent pricing
No sales or commissions
Confidence and peace of mind to make smart financial decisions
Our process
01
We start with 45-minute consultation call to get to know you, your goals and answer some of your important questions.
02
We both agree we're a good fit to work together. We begin your onboarding process and gather all necessary information to create your personalized retirement plan.
03
We present your new plan and implement it in your daily life. We will automate most of the processes to make it more effective and easier to follow.
04
We provide ongoing support implementing and reviewing the plan regularly through video conferencing, phone calls or emails and proactively make adjustments as needed.
