Approaching retirement
Is it actually time?
Or do you need one more year?
For professionals approaching retirement who want confidence, not guesswork, we build the bridge from working to retired with projections that account for real life.
THE EMOTIONAL REALITY
You've done the
hard part.
You've built wealth and maybe you're finally starting to think about what's next. But here's the question that keeps showing up: do the numbers actually work?
Not the generic calculator on some website. Not the rough guess your 401(k) provider gave you. Real projections. Real tax planning. Real confidence.
WHAT WE ACTUALLY DO
We specialize in the transition from accumulation to distribution.
That means moving from saving to spending, and doing it without the anxiety of wondering if you'll run out. Here's what that looks like in practice:
Retirement income projections that account for taxes, healthcare, Social Security timing, and the life you actually want to live.
Tax-efficient withdrawal strategies across your IRAs, 401(k)s, Roth accounts, and taxable investments.
Estate planning coordination to protect what you've built and make transitions easier for your family.
Ongoing guidance that adapts as markets shift, tax laws change, and life happens.
“I trust them to be competent, concerned and in it for me.”
Charlie G., Client
Clients were not compensated for testimonials.
Who this is for.
You're five to ten years from retirement. You've accumulated meaningful wealth, but the transition from earning to spending feels uncertain. You've done well on your own, but this next chapter is different, and you want someone who specializes in bridging that gap.
If that sounds like you, we should talk.
THE TILSON DIFFERENCE
Presence under pressure. Clarity through complexity.
Most firms will run a retirement projection once and hand you a binder. We build a living plan that evolves with you, and we stay close enough to adjust it when things change. Because things always change.
Our family-led team has been guiding clients through this transition for over 35 years. We're independent, fee-only, and built to be your last advisor.
Ready to Talk?
The bridge from working to retired starts with a conversation.
No pitch. No pressure. Just honest answers about whether the numbers work and what the plan should look like.
Tilson Financial Group brings clarity, confidence, and presence when it counts.
The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.
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