Services for a Pre-Retiree

Preparing to Retire | Lineweaver Financial Group

Meet David and Mary. Like many of you, they’re looking forward to a great retirement.

Concerns About the Future

They’ve spent a lifetime working hard. They don’t regret a moment. But retirement is just around the corner.  Now it’s time to make sure they and their family don’t have to sacrifice their quality of life once they do retire.  They have concerns about their pension plans, retirement accounts like IRAs and 401(k)’s, and all the required paperwork and legal documents. Like you, they’re looking forward to traveling, spending more time with friends, and spoiling the kids and grandkids as much as possible! They need an advisor who can help them coordinate the right decisions and help them build the future they want.

Setting Clear Priorities

David and Mary’s top priority is probably similar to yours: they want to preserve and grow what they have now, in order to create a good monthly income for their future. After all, they’ve spent their lifetime accumulating it, and don’t want to take unnecessary risks.

Their other priority is to use their time wisely. As we all know, life goes by fast. They don’t plan to waste any of their valuable retirement years trying to be their own ”financial quarterback”. They want a thoughtful advisor who has a proven track-record coordinating client financial, legal, and insurance, growing assets, and providing strategies to avoid unnecessary taxes.

The Value of Coordination

They need someone who has years of experience coordinating a client’s financial, legal, insurance, and tax needs. Someone they can feel secure with, who understands all the aspects of their unique situation and that strategies are in place if something should happen to one of them.

The Importance of Trust

There’s nothing more important than having a thoughtful advisor that you know and trust. Working with Lineweaver Wealth Advisors and Lineweaver Financial Group is like having a team of advocates – a sounding board – who help consider every important financial decision from every possible angle. The best part is that we offer all these services and professionals under one roof, and believe that personal service is the cornerstone of a great relationship. We believe our clients should be able to speak with a person whenever they need to – not an answering service or automated system.

Considering Lineweaver

We hope you’ll take some time to learn more about our wide array of services, our commitment to personal client attention, and our many educational resources.

Lineweaver Financial Group, LLC. The Answers You Need. Since 1993.


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David and Mary are fictitious persons and their case is hypothetical. Case studies are for illustrative purposes only and should not be construed as a testimonial. They do not represent the experience of any advisory client. Each client’s situation is different and goals may not always be achieved.

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