Business owners

As a business owner, you have unique challenges in planning for retirement. How will you transition out of your business? Will you sell? If so, how will you accurately value your business and find an appropriate buyer? At Carazo Wealth Management, we have experience helping business owners navigate the retirement transition. We will match you will business valuation professionals to help maximize the sale of your business. Using the proceeds from the sale, combined with any other retirement savings, we will develop a personalized plan to achieve your retirement goals.

Energy Executives

Many people face anxiety as they near retirement with nagging questions such as, “Will I have enough?” “Will my spouse be okay?” “What will my retirement look like?” “How much risk should I take?” We understand your uncertainty, which is why we work with you to develop a deliberate, customized retirement plan based on your specific needs, goals and challenges. We offer the peace of mind of knowing you will be able to achieve a comfortable retirement, regardless of market volatility or unexpected events. We’re your partner in planning for retirement.

Retirees

Congratulations, you’ve successfully transitioned into retirement! Living in retirement is great, assuming you’re able to sustain the lifestyle you’ve always dreamed of. We work with retirees to achieve a steady stream of income and live with comfort and clarity. We continuously monitor your retirement goals, savings, investments and tax planning strategies to help ensure they are working for you and sustaining your desired lifestyle in retirement. Put simply, we help you sleep well at night knowing that you are secure in your retirement.