Retirement Planning

Confused about where your important documents are? This will help you.

Some of our clients “retire” in a traditional manner, while others wind down slowly or even start new careers late in life. Whichever route you travel, our firm, Lovell Wealth Management, will be at your side. Founded by nationally recognized retirement  expert, Stephen F. Lovell, we will bring to you appropriate financial choices for your lifestyle choices.

Retirement Income Planning
As your paychecks come to an end, identifying your expected sources of income and choosing how  to structure your investment portfolio to provide continuous, lifetime family income is crucial. Other features of a well-designed retirement plan are tax control, capital growth for lengthy years of spending in retirement, and asset protection through proper insurance planning

Tax law and regulations materially change almost every year. In addition to our founder being a nationally-recognized retirement expert himself, he is also one of about 150 advisors in the country who is a member of Ed Slott's Master Elite IRA Advisor GroupSM. As such, Lovell works directly with Ed Slott, the CPA who has been called the best IRA advisor in the U.S. and has become a public television celebrity.

Insurance Protection Planning
Just about any retirement concern that keeps you up at night—running out of money in retirement, leaving a financial burden to loved ones or business partners, high-cost medical bills—has an insurance solution. As a Chartered Life Underwriter (CLU®) and one of about 1800 members worldwide in MDRT's Top of the Table (TOT), the insurance industry's club of premier producers, Lovell is both trained and experienced in introducing his clients to the most advanced insurance planning techiques: from premium financing to using cash-value life insurance to provide tax-free retirement income.

Healthcare Planning
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Rising at nearly twice the rate of standard inflation, the high costs of healthcare in retirement is one of the leading concerns facing retirees today. Whether it's understanding Medicare supplement plans, planning for possible long-term care needs, or choosing the right Medicare plan, as a Registered Health Underwriter (RHU®), Lovell is trained in ways to help you identify your needs, educate you about the currently available options, and then recommend the most suitable choices for you.


To learn more about how Lovell Wealth Management can be of assistance with your retirement planning goals, call 925-932-7082 or contact us to request a complimentary consultation today.

Are you wanting to increase the tax efficiencies of your investments or integrate estate planning considerations into your financial plan? Learn more about our tax & estate planning services.