What We Do
Retirement Planning
Whether your retirement is a few decades down the line or you’re living it now, developing and evolving your retirement plan while the world changes around you can be a daunting task on your own. At Walled Lake Planning & Wealth Management, our mission is to help you live out your golden years just as you’ve always imagined, using a holistic strategy that addresses your unique goals, challenges, assets, and priorities.
If you find yourself asking:
- How much is enough?
- How much can I spend in retirement?
- Can I buy a vacation home or move closer to my family?
- What if there is a market event in the year I retire?
- What if inflation remains high and my cost of living increases?
- Am I prepared to stay active with hobbies, groups, and social involvement?
Together, we can find the answers.
Retirement Planning Resources
Social Security Administration
Access your current Social Security statements and manage your benefits and information.
AARP
Access articles, tools, and discounts to help you navigate and enjoy your retirement years.
