For Pre-Retirees & Retirees

Turn your savings into income that lasts.

For people approaching or in retirement who want a clear plan for income, taxes and the years ahead.

Book a Strategy Call

Book a Strategy Call

Sound Familiar?

What we hear from pre-retirees and retirees.

You’re not sure what to do with your old 401(k)s.

You’re not sure what to do with your old 401(k)s.

You have savings, but no clear paycheck plan for retirement.

You have savings, but no clear paycheck plan for retirement.

Every recommendation is backed by research, analytics, and measurable insights.

The rules are confusing, and the timing affects your taxes.

The rules are confusing, and the timing affects your taxes.

With Éclat

What changes when we work together.

The outcomes we plan toward with pre-retirees and retirees, and how we get there.

The outcomes we plan toward with high-income business owners, and how we get there.

A retirement paycheck

A plan for which accounts to draw from, and when.

A retirement paycheck

A plan for which accounts to draw from, and when.

Rollovers handled right

Old workplace plans reviewed and consolidated where it makes sense.

Rollovers handled right

Old workplace plans reviewed and consolidated where it makes sense.

Rollovers handled right

Every recommendation is backed by research, analytics, and measurable insights.

Social Security timing

When to claim, based on your income, health and spouse.

Social Security timing

When to claim, based on your income, health and spouse.

Social Security timing

When to claim, based on your income, health and spouse.

RMDs planned ahead

Required withdrawals timed to keep taxes in check.

RMDs planned ahead

Required withdrawals timed to keep taxes in check.

RMDs planned ahead

Required withdrawals timed to keep taxes in check.

Taxes managed in retirement

Roth conversions and withdrawal order planned year by year.

Taxes managed in retirement

Roth conversions and withdrawal order planned year by year.

Taxes managed in retirement

Roth conversions and withdrawal order planned year by year.

Peace of mind for your family

Beneficiaries and estate documents kept current.

Peace of mind for your family

Beneficiaries and estate documents kept current.

Peace of mind for your family

Beneficiaries and estate documents kept current.

Book a Strategy Call

Book a Strategy Call

Strategies

Strategies we look at for pre-retirees and retirees.

Not every strategy fits every situation. On your call we go through which of these apply to you, and what they are worth.

Review mine on a call

Review mine on a call

401(k) rollover review

Whether to roll over, leave it or consolidate.

Retirement income plan

A withdrawal order built for lower lifetime taxes.

Social Security claiming strategy

Timing compared for you and your spouse.

Roth conversions

Done in lower-income years, on purpose.

RMD planning

Required withdrawals and qualified charitable distributions planned ahead.

Services that Fit

Where we usually start.

Every plan is personal, but these are the services that matter most for pre-retirees and retirees.

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Book a Strategy Call

Book a Strategy Call

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call