Approaching Retirement


Transitioning into retirement is likely the biggest financial adjustment you'll make in your life.  But knowing how much you'll need to accumulate in order to retire is a tricky question.  How long will you live?  What will your living and health care expenses be in the future?  How much can you safely withdraw from your nest egg each year?

At Three Oaks Capital, we help people just like you make successful retirement transitions.  We help you develop and execute a comprehensive plan that covers all aspects of your financial life, and has a very high probability of succeeding based on stress testing and decades of capital market history.  You tell us where you want to go, we'll help you get there.

Typical Issues We Assist With

• Retirement income planning
• Tax minimization & account withdrawal strategies
• Social security strategy
• Health & long term care management
• Estate & legacy planning