Helping You Get the Most Out of Life’s Second Chapter.
Some transitions in life are expected, like retirement, and others can be unforeseen and devastating, like the loss of a spouse. Such drastic life events have significant effects on your income, net worth, and sense of stability, and it can be difficult to face the financial impacts of these changes while dealing with the emotional challenges.
At Adams Chetwood, we have decades of experience walking clients through times of transition and helping them establish a new financial path that brings back a sense of clarity and peace.
Our clients are pre-retirees and retirees who have $1 million or more in investable assets.
They value transparency, quality, and wisdom in our relationship.
ESTABLISHED PROFESSIONALS
We help established professionals maximize wealth building opportunities, manage cash flow needs (such as paying for college or helping aging parents), and protect their loved ones through careful planning.
Whether you are an executive in need of assistance with managing special compensation such as stock options or a small business owner focused on building personal wealth and preparing a succession plan, our team can help you navigate these opportunities with ease.
Pre and Post Retirees in Transition
Making a major life change is challenging and intimidating. That’s why it’s important to have a strong team of professionals that have your back. We can help you as you transition careers or prepare for retirement. We have helped hundreds of people successfully navigate the change from building wealth to drawing on wealth, and our expertise will help make the process easier for you.
We can also help you as you face transitions not in your control such as a divorce or loss of a spouse. We have extensive experience in helping people reorganize their family finances, handle changing income streams, and structure their wealth to provide a stable foundation in their working and retirement years.
STRESS FREE RETIREES
Five years before and after your retirement are critical for success - we like to refer to this time as the “retirement red zone.” We help people like you transition from accumulating assets to utilizing those assets in your retirement. We will assist you with tapping resources at the appropriate time so you never have to worry about running out of money.
We are also experienced with tax implications from various withdrawal strategies. In addition, we can incorporate a budgeting plan so you can continue to do the things you love such as charitable gifting, traveling, and spending time with family. You deserve a stress free retirement, and we are here to help you get there.
