Retirement Planning for the Wealth You've Worked Hard to Build
You've worked hard to build your wealth. Now you need a plan for turning it into the retirement you've envisioned.
Mainsail Financial Group helps pre-retirees and retirees with $1M+ in investable assets coordinate their investments, taxes, income and legacy planning so they can make confident decisions about what's next.
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Your retirement plan is about more than whether you have enough saved.
It's about how you turn your wealth into income, how much of that income you'll actually keep, and how today's decisions affect your taxes, investments, healthcare, and legacy.
How will you turn your savings into reliable income?
Which accounts should you draw from first?
Could Roth conversions help reduce your lifetime tax bill?
How will Social Security and Medicare fit into your plan?
Are you prepared for the financial legacy you want to leave?
You don't have to figure it all out on your own.
That's where a coordinated retirement plan, and the right team, can make a difference.
You may be in the right place if…
✓ You're concerned about taxes, Roth conversions, Social Security, Medicare, or leaving a legacy.
✓ You've accumulated substantial assets but don't have a coordinated plan for what comes next.
✓ You have $1M+ in investable assets and want a coordinated strategy for the years ahead.
✓ You're approaching retirement and want to know if you're truly on track.
✓ You're already retired but aren't sure your income and tax strategy are working together.
If any of these sound familiar, a conversation with our team may be worthwhile.
A retirement plan that connects the whole picture
Your retirement doesn't exist in separate financial buckets. Your investment strategy can affect your taxes. Your income strategy can affect Medicare costs. Your estate plan can affect what ultimately reaches your family.
We look at how those pieces fit together, so your retirement strategy works as a whole, not as a collection of separate decisions.
Retirement Planning
Create a strategy for turning your wealth into sustainable retirement income.
Tax Planning
Identify opportunities to reduce lifetime taxes and make more tax-efficient decisions about your retirement income.
Investment Management
Build an investment strategy designed around your goals, time horizon and need for income.
Social Security & Medicare
Make informed decisions about benefits, healthcare costs and the timing of key elections.
Estate & Legacy Planning
Make sure your wealth is positioned to support the people and causes that matter most.
Ongoing Financial Planning
Adjust your strategy as markets, tax laws and your life change
“We know Mainsail Financial Group has other clients, but the advisory team consistently makes us feel like we are their only clients and the top priority. They always make time to talk to us, feel special, and are present during our conversations. We always feel heard and taken care of.”
What happens when you work with the Mainsail Team
You've built the wealth.
Now let's make sure it works together.
We help pre-retirees and retirees coordinate their investments, taxes, income and legacy so they can make confident decisions about retirement and what's next.
We work with you to understand where you are today, and where you’d like to be in the future. Then we build a retirement plan around your life, not a product.
Understand
We start by learning about your goals, your financial picture and what matters most to you.
Plan
We identify opportunities across your investments, taxes, income, Social Security, Medicare and estate plan. Then we bring those pieces together into a coordinated strategy.
Guide
Retirement planning doesn't end when you have a plan. We continue to monitor your strategy and proactively adjust as your life, the markets and tax laws change.
Let's talk about your retirement.
Get a clearer picture of where you are today, where you want to go, and the opportunities you may be overlooking
No obligation. Just a conversation about your goals and whether Mainsail may be a good fit.