Pre-Retiree

Pre-Retirees

A Pre-Retiree with Scheur Wealth is typically someone who:

Is within 10 years of retirement.
Has accumulated or saved $500,000 or more.
Is looking for guidance on how to transition from working-life to retirement life.
Is engaged in the planning process.
Values ongoing guidance and advice.

If retirement is just around the corner, this is your niche. This program is tailored toward the individual or family who wants to ensure that all those years of saving and investing are going to afford them the opportunity to retire the way they have always dreamed of.

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Four Disciplines

We will incorporate analysis and strategies around each of these four disciplines.

As a Pre-Retiree, Accumulation & Protection are generally the highest priorities.

Accumulation

Creating strategies to help maximize the growth of your assets and overall net worth.

Distribution

Strategically creating income from your assets (nest egg) to compliment other sources of your income.

Protection

Helping to protect you and your family from financial loss in the event of death or disability.

Legacy

Designing lasting strategies to facilitate multi- generational wealth and/or charitable aspirations.

Services

Financial Organization Analysis
Income & Cashflow Analysis
Cash Reserves Strategy
Retirement Fund Account Analysis
Investment Planning
Portfolio Management Services
Risk Tolerance Assessment
Risk Management

Financial Education & Counseling
Real Estate Analysis
Liability/Debt Analysis
Insurance Planning
Tax Planning
Education Planning
401K & 403B Rollover Analysis
Multi-Generational Planning

Retirement Planning
Income Planning
Social Security Planning
Pension Analysis
Wealth Preservation & Asset Protection
Estate & Legacy Planning
Charitable Giving & Philanthropy
Beneficiary Designation Planning

Resources

We encourage you to learn more about this particular life stage.

Learn more