Services for a Retiree

Already Retired | Lineweaver Financial Group

Meet John and Susan. Like many of you, they’re enjoying their retirement. But, they also realize that protecting and preserving their wealth is still a top priority.

Concerns About the Future

These days, their top priority is to create a good monthly income and to concentrate on preserving what they have. After all, they’ve spent a lifetime accumulating it, and don’t want to take unnecessary risks.

That’s why they take their time making decisions about money. A lifetime of experience has taught them that smart decisions are never hurried. They worry about their pension plans, retirement accounts, long-term care insurance, and other investments. They want their retirement to be about taking the time to travel, spending more time with friends, and spoiling their family! What they need is an advisor who can help them coordinate the right decisions for a successful retirement, and to help them with the future they want.

Setting Clear Priorities

John and Susan have been more fortunate than many. They believe that providing for their family, even after one or both are no longer able, is an important role of a parent and grandparent, and they don’t take it lightly. Their other priority is to use their time wisely. As we all know, life goes by faster than we ever imagined. They don’t plan on wasting their valuable retirement years being their own “financial quarterback.”

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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John and Susan 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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