top of page
pexels-angelica-reyn-7145303.jpg

Retirement Planning

Caron Wealth Management is a leading provider of retirement planning services in Utah.  We are an independent investment management firm, providing our expertise to help you reach your retirement goals.  We connect you with your future with a confidence unmatched in today’s offerings.  We adhere to the fiduciary standard which eliminates or discloses all conflicts of interest and provides you the best experience available in the industry today. 

We find that many people think of retirement in abstract terms; too far way, undefined, or difficult to envision.  We help make what can be difficult to understand simple and easy to grasp.

​

Every situation is unique, leading us to take a very personalized approach to retirement planning.  We spend time understanding your passions, drivers, and vision of your future, allowing the plan to cater specifically to you.  Our in-depth conversations help build an understanding on how to realize your goals through proper investment management.  No matter if you are currently in retirement or decades off, it's always a good time to start planning for a confident and happy future.

​

To retire comfortably, most people cannot rely on savings or social security alone.  They need additional income beyond their working years to have peace of mind and financial stability.  Most people do not take inflation into consideration and how it will affect their future wallet.  We can help you consider strategies and drawdown approaches to have the type of lifestyle you desire.

pexels-kathryn-archibald-6970952.jpg

Our retirement planning services:

  • Helping you establish or confirm your goals

​

  • Determining how much money is needed along with the different earning and spending stages to reach those goals

​

  • Planning for health care costs, social security income and withdrawal timing

​

  • Assisting with portfolio management, drawdown strategies, and estate planning

​

  • Reviewing or establishing your deferred retirement plans i.e., IRA’s, 401K’s, and other retirement savings accounts

​

  • Building strategies for your required minimum distributions (RMD’s)

​

  • Developing an investment strategy to establish a clear post-retirement income

​

  • Collaborating with your CPA and/or attorney to proactively minimize your tax burden, allowing you to save more

If you would like to learn more about building or confirming a confident retirement plan with CWM, contact us below:

bottom of page