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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 Planner™, 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.

a dock pathway by the water as a symbol of the retirement planning solutions offered by Mickelson Wealth Management

Schedule a quick call to see if your needs match our expertise.

Retirement Planning
Services

Tax-efficient
portfolio withdrawals

Roth IRA Conversion
planning

Insurance reviews
and guidance

Cash flow projections

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

Retired woman enjoying hiking  because of the retirement planning solutions offered by Mickelson Wealth Management

Are you ready
to get started? 

Get in touch with us today to take the next steps in planning your retirement. Schedule a quick call to see if we're a good fit.

Mickelson Wealth Management
2518 Bridgeport Way W

University Place, WA  98466
Phone:
(253) 565-6768
(hours by appointment only)

Live outside of Seattle/Tacoma?

No problem! We regularly work with clients throughout the country via Zoom.

Contact Us

©2023 by Mickelson Wealth Management. Created with Wix.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Mickelson Wealth Management is not registered as a broker-dealer or investment advisor. Tax related services offered through Erik D. Mickelson Tax Services, LLC. Erik D. Mickelson Tax Services, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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