Trubee Wealth Advisors is here to assist you in achieving your retirement goals on your terms. Whether you're just starting out or only have a few more years to go, let us help you create an individualized plan to help get you there.

How We Do It

We provide comprehensive insights into your retirement plans, including pensions and other savings options. Our approach involves prioritizing your objectives and evaluating various scenarios to devise a tax-efficient strategy aligned with your goals.

Taking into consideration your assets, income, and expenses, we assess your current and future financial landscape. This analysis guides us in steering you towards your financial goals and making the best use of your resources.

Our advisors will assist you in making informed decisions regarding your retirement and help you make the most of your savings.

Retirement Planning

This is the process of creating a financial plan with the help of your advisor to support oneself during retirement. It involves setting retirement goals, estimating retirement expenses, and creating a plan to save and invest for retirement. Retirement planning is important because life expectancies are increasing, and Social Security benefits may not be enough to cover all expenses during retirement.

The first step in retirement planning is to set retirement goals. This involves considering lifestyle choices, such as where one wants to live and what activities they want to pursue. Retirement goals should also include a plan for healthcare expenses, which are likely to increase as people age.

The next step in retirement planning is to estimate retirement expenses. This includes estimating how much money will be needed for basic expenses, such as housing, food, and healthcare. It is also important to consider expenses related to travel, hobbies, and other leisure activities. By estimating retirement expenses, individuals can create a plan to save enough with the goal of supporting themselves during retirement.


Savings can include contributing to a 401(k), IRA, or other retirement account. It is important to start saving for retirement as early as possible, to take advantage of the power of compound interest. As retirement approaches, it may be necessary to increase savings to meet retirement goals.


Investing can help grow retirement savings over time, but it is important to consider one's risk tolerance and investment goals when choosing investments. It may be necessary to adjust investment strategies as retirement approaches, to reduce risk and protect retirement savings.

Setting retirement goals, estimating retirement expenses, and creating a plan to save and invest for retirement are important elements to a successful retirement. Working with one of our financial advisors can be helpful in creating a comprehensive retirement plan that meets individual needs and goals.

More Info

Ready to take the first step? Contact us today to get started.