Currently Retired

For clients currently retired.

Your Transition, Our Expertise

Plan for a secure retirement - today.

Retirement is an exciting milestone, but it also requires careful planning to ensure your financial well-being. At Schorpp Capital Management, we provide expert guidance to help you navigate this transition. From reviewing pension options to strategizing Social Security and healthcare decisions, we create a custom roadmap tailored to your unique retirement goals. Our team is here to ensure you feel confident, prepared, and secure as you move into this new chapter of life.

Get in touch.
how we work

Independent, personalized advice.

Enjoying retirement is about living the life you’ve always dreamed of. We support retirees in managing their finances to maintain their desired lifestyle and peace of mind.

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Income distribution planning
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withdrawal strategies
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tax planning Services
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Investment management
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long-term care
Get in touch.
our process

Get to know how we work.

01  Discovery

In our first meeting, we learn about you—your goals, and how you envision your investments working for you. It's about understanding your needs to serve you better.

02  Strategy

We craft a long-term strategy tailored just for you, outlining a clear plan designed for sustained success. This phase focuses on creating a path that aligns with your unique financial goals.

03  Execution

Putting your strategy into action with ease and efficiency is our goal. Through continuous communication and our dedicated team, we ensure the process is smooth and straightforward.

04  Optimization

By continually optimizing your financial strategy, we ensure it remains effective. We respond quickly to life changes or market shifts, adapting your plan as needed.

Our mission

At Schorpp Capital, our mission is to empower clients with independent, results-driven advice. Our wealth advisors prioritize your unique needs, delivering personalized strategies free from quotas or affiliations. We take a holistic approach, integrating every aspect of your financial life to create robust plans designed to thrive in diverse market conditions.

Have more questions?

  • How can I ensure my retirement savings last throughout my retirement?

    We develop a tailored income distribution plan that aligns with your retirement goals, ensuring your savings last by managing withdrawals, investments, and spending.

  • What are the best strategies for minimizing taxes in retirement?

    We use tax-efficient withdrawal strategies, consider Roth conversions, and leverage tax-advantaged accounts to help minimize your tax burden during retirement.

  • How should I plan for potential long-term care costs?

    We assess your long-term care needs and recommend insurance options, savings strategies, and other financial products to ensure you are prepared for potential healthcare costs in the future.

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