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Retirement Income Planning in Darien, CT

Don’t stop earning just because you stopped working

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. Our team can help.

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Key elements of retirement income planning

Defined contribution plans

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

Defined benefit plans

Defined benefit plans provide a fixed income at retirement that is usually funded by an employer.

Cash flow analysis

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

Annuities

Annuities provide you with regular income for a set period, which can be used as retirement funds.

Traditional IRAs and Roth IRAs

Our team can recommend a combination of different retirement accounts with tax-optimization in mind.

Required minimum distribution planning

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

How we help in Darien, CT

Comprehensive attention to your financial life

Our approach starts with you. We match you with an advisor who fits your needs and we support your advisor with the Roundtable™ – a diverse set of specialists working together, all for your future.​

Our wealth management approach is driven by six core pillars: retirement planning, investment management, tax strategy, estate planning, risk management and insurance, and financial planning. For business owners, we offer specialized services to help you build, grow, and sell your business. ​

Investment Management

Investment strategy built around your financial plan.​

Estate Planning

Define your legacy on your terms​

Retirement Planning

Retire with the confidence that you havewhat you need.​

Tax Strategies

Keep more of what you’ve earned.​

Financial Planning

Planning that evolves with your life.​

Risk Management & Insurance

Stay prepared for the unexpected.​

I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.

– Carol Jacobs

No compensation was given for this testimony.

The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.

– Bryan Fredrickson

No compensation was given for this testimony.

Wealth Enhancement has simplified my life by provide the comprehensive expertise needed at this pivotal time in our lives.

– Kathy Van Roeke

No compensation was given for this testimony.

What separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and dissipation helps guide our financial plan for the long run.

– Mark L., Private Client

No compensation was given for this testimony.

We have been with Wealth Enhancement for over 25 years. It was a *great decision on our part* as we would never be in the financial shape that we are today without them.

– Janet Williams

No compensation was given for this testimony.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.

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