Retiree

Retirees

A Retiree with Scheur Wealth is typically someone who:

No longer receives income from employment.
Has accumulated or saved $1,000,000 or more.
Is looking for guidance on how to maximize their retirement income.
Is engaged in the planning process.
Values ongoing guidance and advice.

This program is tailored toward the individual or family whose working and earning years are behind them. A retiree’s main priorities are to preserve their wealth and live off these accumulated assets, enjoy a comfortable retirement, and create a lasting legacy.

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Four Disciplines

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

As a Retiree, Distribution and Legacy 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