Retirement Planning

Retirement strategies for a confident tomorrow.

Planning for your ideal future.

For individuals nearing retirement, a well-rounded plan can make all the difference between just getting by and truly enjoying your next chapter. Here are some key areas to consider:

Retirement Income Planning

You have saved your entire life, and now it is time to live off your investments. This is a major shift for this phase of life, and the goal of our retirement income planning is to ease your path.

Investment Management

Pursuing growth through opportunity so you can live the life you want and create the legacy you desire.

Healthcare Planning

Prepare for Medicare, supplemental insurance, and long-term care costs.

Tax Planning

Our goal is to help you keep more of what you earned by mitigating your taxes using all available strategies.

Estate Planning

Empowering your beneficiaries and promoting family harmony through your values for generations to come.

Risk Protection

Whether it’s personal liability, long term care or healthcare planning, and other facets, our goal is to help you build a wall around your wealth.

Pension and Social Security Optimization

Choose the right time to claim benefits for maximum lifetime value.

Budgeting and Expense Management

Account for day-to-day costs, unexpected expenses, and the fun stuff, too.

Lifestyle and Budget Planning

We help you live your best life by understanding your goals and showing you what’s possible. Whether that means more time with family, meaningful travel, giving back, or simply having the freedom to enjoy your days without financial stress — we align your wealth with the life you want to live.

Chartiable Giving

Your income isn’t just about stability — it’s about freedom, generosity, and impact. We help ensure you have reliable, tax-efficient income so you can live well, give freely, and shape the life and legacy you envision for your family.

When you bring all these elements together—and revisit them regularly—you’ll be ready to adapt as life changes, ensuring your retirement unfolds exactly how you envision.

Our Process

The Fidato Way

At Fidato Wealth, our way is rooted in clarity, discipline, and personal connection. We take the time to understand your unique story, then apply a proven process shaped by years of guiding clients through market cycles, business transitions, retirement decisions, and complex financial landscapes. From aligning wealth with purpose to preserving what you’ve built for the next generation, The Fidato Way is about more than strategies — it’s about delivering confidence in every decision, year after year.

Stories from Our Clients

Real people. Real journeys. Hear directly from families who have partnered with Fidato Wealth to build clarity, confidence, and peace of mind for their future.