Southwest Florida Retirement Planning

Seek financial independence for retirement with the help of Rezny Wealth Management’s fee-only retirement planning services in Southwest Florida.

A comfortable retirement need not be a pipe dream when you plan it with Rezny Wealth Management, a trusted provider of retirement planning solutions for clients in Southwest Florida.

Your goal is clear: build enough assets to provide enough income to meet your needs once you reach retirement age. Whether you’re still in the middle of your career or are a few years away from retirement, we have the resources you need to plan for your dream retirement.

Our fiduciary retirement planners offer a comprehensive range of services and options that permit both tax-deferred earnings and tax-deductible contributions.

Determine the Best Plan for Retirement

Here at our Southwest Florida firm, our fee-only financial advisors possess the flexibility to offer multiple types of retirement plans. From simple, turn-key solutions to customized packages, we have plans that meet different needs.

Some of our plans include:

Simple IRAs
401(k) Plans
403(b) Plans
457(b) Plans
401(a) Plans

Collaborative Retirement Planning

We believe successful financial planning in Southwest Florida requires more than just accumulated assets. We connect your wealth with your retirement goals. Our process gives you clarity on your financial decisions so that you can be confident in a restful retirement.

Through a series of consultations, our financial advisors educate you on the best retirement planning practices for your unique situation . We collaborate with clients on projecting their retirement resources over time, building personal balance sheets. 

We use different assumptions and inputs to show what might happen if your rates of returns, expenses, and pensions change.

Retirement Planning FAQs

How much money do I need to retire?

The amount of money needed for retirement varies per individual. Some people wish to spend their retirement traveling or spoiling their grandchildren while others choose to invest in real estate.

To determine the right amount, add up your expected retirement income (e.g., investments, pensions, social security, and individual accounts) and subtract all retirement expenses (e.g., food, insurance, utilities, housing, and clothes).

Do I need a will or trust?

Having a trust or will is an integral part of retirement planning. A will indicates which beneficiaries will receive which of your assets, as well as who will oversee your affairs after you pass away.

A trust, on the other hand, allows you to name beneficiaries and a “successor trustee” who will take over your affairs. Heirs under a trust avoid probate. Your affairs will also remain private.

Should I choose a traditional or a Roth IRA?

It depends on your priorities. Traditional IRAs can lower your taxable income while Roth IRAs can grow tax-free.

What if my employer only offers pension plans?

Employers sometimes offer pension plans instead of a 401(k). This type of retirement pension can pay a set amount, which depends on your salary and years of service. You might have to adjust your other retirement contributions if you are relying on a pension plan.

Gain financial independence for a comfortable retirement with help from a trusted fee-only retirement planner in Southwest Florida.
Schedule a consultation with Rezny Wealth Management today.

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We work with investors who have $1,000,000 of investment assets and greater. 
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