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Retirement Strategy & Risk

Optimize your assets for retirement.

Many Americans entering retirement come to find that the right strategy can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you. Perhaps you’re now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement. Do you have the proper strategy in place to help ensure you will have the retirement you’ve always wanted?

Our organization prides itself on providing retirement strategies that fit your needs and help you secure a successful retirement. We take an extensive look at each client’s unique mix of assets — this includes everything from your bank accounts, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more. Our services and strategic partnerships allow us to integrate all aspects of our clients’ wealth into a coordinated, holistic effort. Our end goal is to create financial clarity for you and your loved ones, that gives you confidence in your financial future.

We offer:

  • Retirement strategies
  • Income planning
  • Tax Planning
  • Financial needs analysis
  • Estate preservation

When you work with us, we organize all of your financial, estate and tax preparation materials into a centralized vault of your information. Crafting your comprehensive retirement strategy is a multi-faceted effort on our part and is done so using an all-inclusive view of your financial world. Making a recommendation on a retirement strategy is not a one-size-fits-all proposal. At Neufeld Capital Management, we partner with you to develop a plan that aims to meet your retirement income needs but that also matches your risk tolerance while satisfying your growth expectations. A retirement strategy isn’t simply something you do once, but something that may be ever-evolving throughout your retirement and knowing who to turn to for advice can make a world of difference.