Retirement Planning
Planning That Evolves With You
We work with you to design a long-term, tax-efficient retirement plan tailored to your lifestyle, goals, and income needs.
Retirement isn’t a single milestone — it’s a journey. Our planning process considers your unique income, lifestyle, risk tolerance, and future needs. Whether you’re decades away or ready to retire now, we help you prepare with strategies designed to build confidence and keep your plan aligned over time.
- Personalized income strategies
- Designed around your actual cost of living
- Adjusted as your life changes
Personal finance should be just that—personal. My mission is to bring connection and trust to every client relationship. That means understanding your story, not just your statements, and working together to fit the puzzle pieces—investments, Social Security, health care, taxes, and legacy—into a retirement plan designed to be uniquely yours. The best part of my job is seeing the impact of that work in the real-life moments we plan for—and being there when it matters most.
— Carter Klaas, CFP, rosemeyer management group
Retirement That Adapts With You
Retirement plans should do more than help you get by — they should support the life you want to live.
With the right guidance, you can enjoy life today while working toward long-term financial confidence.
The RMG Approach
Review Your Income Sources
Clearly understand where your retirement income will come from.
Create a Retirement Timeline
Work with us to map out your retirement date and distribution strategy.
Pursue Tax Efficiency
Explore withdrawal strategies designed to help manage your tax exposure.
Adjust Your Plan Over Time
Keep your plan current with regular reviews as life circumstances change.