Who We Serve
Individuals & Couples Nearing Retirement
You may be nearing retirement age, but wondering how to know when you’re truly ready.
Planning for retirement can feel daunting — instead of working for income, you need to plan how your income will work for you. And it’s not always clear where to start.
We can help you explore key questions such as:
How much do I need to have saved for retirement?
How can I plan to access this money efficiently?
How do I prepare for income that may need to last my whole life?
What should I know about Social Security timing?
What taxes might I face in retirement?
How do I transition from employer insurance to Medicare?
If you’ve been asking yourself these questions (or maybe all of them!), it helps to have a knowledgeable partner who can guide you through this unfamiliar territory and help you build a plan with confidence.
When we first started thinking about retirement, our goal was to consolidate our funds with one company in southwest Wisconsin. We had so many questions! From our very first meeting with RMG, we knew they were the right choice. They took the time to truly understand what mattered most to us — not just our finances, but our dreams for this next chapter. Today, we feel confident living the life we worked so hard to build. We are deeply grateful for RMG’s care, clarity, and expertise.
- Dean and Barb Tucker - Current RMG Clients
This statement is a testimonial from a current client. The clients were not compensated for this statement, and no material conflicts of interest exist. This testimonial may not be representative of the experience of all clients and is not a guarantee of future performance or success.
Planning for Retirement With Confidence
Most of our clients have between $500,000 and $1,000,000 saved in 401(k)s or other plans. We help align your savings with income sources like Social Security and pensions — creating a plan designed to help you feel prepared and stay on track for the retirement you envision.