Retire Confidently
After a lifetime of hard work, the transition into retirement can cause both excitement and financial worry. At Mickelson Wealth Management, we are committed to helping you ease this transition. We want to guide your path to a comfortable and confident retirement.
People nearing retirement face important financial decisions that can impact the quality of their golden years. After decades of saving, it can be an adjustment to start withdrawing from retirement assets in order to replace your regular paycheck.
Our services are designed to help you make informed choices and avoid costly mistakes. As a Certified Financial Plannerâ„¢, Erik Mickelson is a fiduciary and must always put clients' interests first.
Smart tax planning can greatly improve your financial situation during retirement. We can structure your portfolio assets to address your desired monthly income needs while minimizing your tax burden. And we can further evaluate your asset allocation to ensure it aligns with your specific goals, needs, and risk tolerance.
We can then map out projected cash flows to give you reassurance that your income will be sustainable throughout retirement. And when something in your life changes, we will update your retirement plan accordingly.
Our mission is to help you gain the clarity and confidence necessary to pursue your ideal retirement.
Learn more about Our Process.
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Retirement Planning
Services
Tax-efficient
portfolio withdrawals
Roth IRA Conversion
planning
Insurance reviews
and guidance
Cash flow projections
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Asset location
optimization
for tax efficiency
Long-term care planning & policy reviews
Safe withdrawal rate
analysis
Portfolio adjustments
to generate
passive income
Estate planning
and gifting strategies
Social Security
filing optimization
Income tax planning
and projections
Pension & annuity
reviews
"It takes as much energy to wish as it does to plan."
- Eleanor Roosevelt
