Retirees and Pre-retirees

Guiding Retirees and Pre-Retirees Through One of Life’s Biggest Transitions

Retirement is one of life’s biggest transitions; one that deserves just as much care, intention, and support as any career move or family milestone.

“Retirement is not the end of the road. It is the beginning of the open highway.”

– Unknown

At D’Angelis Wealth Management, we work closely with people who are asking the big questions:

“Can I afford to retire comfortably?”

“Will my money last?”
“How do I make sure I don’t become a burden to my kids?”
“What legacy do I want to leave behind?”

Whether you’re five years away from retirement or already living it, we’re here to help you move forward with clarity, confidence, and peace in your finances.

If You’re Preparing for Retirement

This season of life is full of both excitement and uncertainty. You’ve spent decades saving, working hard, and providing for others. Now it’s time to start thinking about how you’ll turn that lifetime of effort into a future you can actually enjoy.

Many of our clients in this stage are looking for guidance on:

How to retire on their terms, without running out of money
When and how to take Social Security
What role taxes will play in their retirement income
Whether they can support adult children or aging parents without derailing their plan

We help you get organized, think through every angle, and design a strategy that reflects your core values and vision for the future.

If You’re Already Retired

You may be past your final paycheck, but life (and financial complexity) doesn’t slow down. In fact, many retirees tell us they feel more uncertain now than ever.

We’re here to provide steady, clear-headed guidance through questions like:

“How much can I safely withdraw each year?”
“What happens when RMDs kick in?”
“How do I deal with rising healthcare costs or long-term care?”
“What’s the smartest way to pass money on to my kids or grandkids?”

You’ve spent a lifetime earning and saving – now it’s time to let your money take care of you.

What Makes D’Angelis Different

You deserve a relationship with someone who sees the full picture outside of your portfolio. With our team, you get a trusted partner who helps you make sense of the details, prioritize what matters most, and navigate change with confidence.

We offer thoughtful, holistic advice around:

Creating sustainable income in retirement
Reducing taxes over time
Navigating healthcare and insurance decisions
Safeguarding and passing on your wealth
Supporting causes and people you care about
Planning with your spouse or family in mind

And we do all of this with your values, your goals, and your future in mind.

Let’s Talk

You don’t need to figure this out alone. If you’re looking for a thoughtful, experienced partner to walk alongside you into (and through) retirement, we’d love to connect. Let’s build a plan you can feel good about – one that helps you live fully now and leave a legacy later.