At Duggan Wealth Management, we provide a personalized approach designed to meet the unique needs of pre-retirees and retirees. Whether you're planning for income in retirement, optimizing Social Security benefits, or managing taxes, we understand the financial complexities of this life stage. Our tailored approach helps instill confidence and peace of mind so you can enjoy retirement knowing your goals and legacy is protected.
Together, we’ll tackle your most pressing questions, such as…
- How much do I need to retire comfortably?
- When do I want to be independent of the choice to work?
- How much do I need to save for retirement to maintain my desired lifestyle?
- How do I balance the need to outpace inflation and protect from market volatility?
- How can I plan for healthcare expenses in retirement, including potential long-term care needs?
Services and Solutions for Pre-Retirees and Retirees
Retirement Planning
No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.
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Wealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.
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Estate Planning
Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.
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Charitable Giving
Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
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Financial Planning
When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.
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Investment Solutions
Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.
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