Retirement Income Planning

Berk Wealth Management specializes in helping you meet your retirement accumulation and income planning goals. We can help you develop comprehensive retirement accumulation and asset preservation strategies compatible with your needs.

Our clients trust us to help them make smart financial decisions—today and throughout their years in retirement—so they can spend more time enjoying the journey. Whether you are saving for retirement or already retired, we will work with you to develop a plan based on your projected income needs that also seeks to protect the assets you have already accumulated.

Charting your course to and through retirement plays a critical role in:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities throughout retirement
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

Berk Wealth Management can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives

Retirement Income Planning | Long-Term Care Planning
401(k), Annuity and Pension Strategies


Will you be ready to live life on your terms in—and throughout—retirement?

In determining their retirement income needs, most people find they have more questions than answers. Determining how long your income may last in retirement is no easy task. There are many risk factors that must be accounted for, including longevity, inflation, rising healthcare costs and market volatility. Online retirement calculators simply can’t factor in your unique situation, circumstances, needs or emotions that play a critical role in shaping your lifestyle and financial needs in retirement.

That’s where Berk Wealth Management can help. Through our comprehensive and ongoing wealth planning process, we help you weigh all of the factors and variables that determine how prepared you are today and help you develop a realistic plan designed with the goal to help ensure your income will last the duration of your years in retirement.

Contact Us for a no-obligation retirement income consultation.