Retired Professionals

You Planned Well. Now Let It Work for You.

At Verant Wealth, we partner with retired professionals to safeguard what you’ve built and support what’s next. We offer steady guidance and strategic insight to help you navigate retirement with clarity and confidence.

Whether you’re managing disbursements, exploring charitable giving, or simply seeking reassurance in an unpredictable market, we provide calm, proactive stewardship—tailored to your life, your values, and your vision for the future.

How We Support You in Retirement

Ongoing Wealth Management

We help preserve your financial foundation and ensure your portfolio continues to work for you—balancing growth, income, and risk with care and intention.

Retirement Income & Cash Flow Strategy

You’ve worked hard to get here. We design thoughtful, tax-efficient income plans to support your lifestyle and goal —so you can live fully, without second-guessing your finances.

Tax Strategy & Required Distributions

From Social Security to RMDs, we help you manage complex tax considerations in retirement, coordinating closely with your tax professionals when needed.

Long-Term Care & Insurance Planning

We review existing insurance policies and explore long-term care strategies to help you prepare for life’s uncertainties—without compromising your quality of life or legacy.

Charitable Giving & Legacy Planning

We help you give meaningfully to the causes you care about while optimizing your giving for tax impact and family alignment.

Simplifying Complexity

We reduce financial stress by helping you understand the full picture—offering clear explanations, smart systems, and ongoing support.

Why Young Professionals Choose Verant

  • Thoughtful, personalized service: Every strategy we designed is tailored to your specific needs
  • Reliable, relationship-based support: No question is too small. We happily walk you through the thoughts you have about your retirement portfolio.
  • Regular portfolio reviews and strategy updates: Let us take the worry from you.
  • A clear financial roadmap for each stage of retirement: We guide your strategies whether you just retired, have decided to consult in your field or have been away from the office for years.
  • A steady partner you can count on: If it matters to you, it matters to us.

Specific Services

  • Investment management
  • Cash flow analysis and budgeting
  • Risk management
  • Review of insurance products
  • Comprehensive tax planning
  • Recurring philanthropic giving
  • Long-term care planning
  • Disbursement strategy
  • Legacy planning and wealth transfer

“Live Fully. We’ve Got the Numbers.”

Steady Hands for the Retirement Years

You’ve earned this season of life, and at Verant, we’re here to help you enjoy it. We offer more than investment oversight—we offer partnership and care as you build your financial goals.

Let’s protect what matters most—together.

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This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that by using the information provided, plan sponsor will be in compliance with ERISA regulations.