Who We Help & Where We Specialize
Our clients are individuals and couples who are typically 40 years of age and older. They primarily fit into the following three categories: Accumulators, Pre-Retirement, and Retired. Our goal is to help each client navigate the complexities of peak earning years and retirement, so they can focus on what matters most to them.
Accumulators
This is the phase of your life where you are securing your future by working hard and building your career. You’re entering your peak earning years and know that building wealth is only half the battle. To help secure your financial future, you need to protect your earnings. At Mount Vernon Financial, we understand that your career is your biggest asset. We want to help you turn your hard work into lasting wealth.
Pre-Retirement
You’ve worked hard for years and you’ve mastered the earn-and-save chapter of your life. Now that retirement is within reach, you have new questions and concerns. The transition is complex and financial mistakes can cost you later. Don’t risk your hard-earned wealth on guesswork that can have long-lasting impacts on your retirement lifestyle. Our guidance will help you determine the right time to retire, select the best strategies for generating retirement income, plan healthcare needs, and more. At Mount Vernon Financial, we are here to help you set the stage for a successful retirement.
Retired
You’ve retired, but your concerns about protecting your wealth have not. Market volatility, inflation, world affairs, and larger purchases make you nervous. You need to find a way to enjoy the life you’ve worked so hard to create. Our guidance will help you bring clarity to many areas, including:
Evaluating how much you can comfortably live on without depleting your resources
Creating a strategy to convert your growth investments into a reliable income stream
Tailoring Social Security strategies to align with your goals
Navigating smart withdrawal tactics to minimize taxes, meet Required Minimum Distributions (RMDs), navigate Roth conversions, and coordinate estate and tax planning.
At Mount Vernon Financial, our goal is to help you preserve wealth, enjoy retirement, and create a plan to ease your financial concerns.
Start planning your future today.
Your future is bright. At Mount Vernon Financial, our goal is to simplify your path to financial freedom. Get started in three easy steps.
1. Book a meeting.
Go to our online scheduler and book your first appointment.
2. Meet your advisor.
Get to know your advisor and discuss your goals for the future.
3. Build your plan.
We will build a step-by-step plan for your future, so you can live the life you dream of.