Retirement Planning

Is Retirement Planning Confusing or Overwhelming for You?


Figuring out your retirement plan can be confusing and overwhelming.

It’s hard enough to save for retirement, much less worry about how you’re going to invest that money. And if you do manage to find an investment advisor, there’s no guarantee that they have your best interests at heart.

SC Wealth Advisors can help. We’ll work with you to define your goals, assess your risk, and create a personalized investment management plan for you.

Plus, we can answer your questions about Social Security, 401(k)s, Roth IRAs, and more:

  • Risk assessment
  • Investment management
  • Income planning
  • When should I take my Social Security?
  • What is sequence of returns risk?
  • Should I rollover my 401(k)?
  • What is a 401(k) in-service rollover?
  • Is a Roth IRA conversion right for me?
  • IRA rollovers
  • Pension plan options
  • Lifetime income options

We understand retirees face many challenges of outliving their income, the impact of inflation, and the rising cost of health care. Since many of our clients are approaching retirement, in retirement, or in the distribution phase of retirement, we are able to have an upper hand with experience and strategy.

Corporate Retirement Plans


Most business owners don’t have the time or knowledge to set up a 401(k)-profit sharing plan that will save them money.

Without a 401(k profit sharing plan, you could be missing out on thousands of dollars in savings.

SC Wealth Advisors can help you set up a 401k profit sharing plan that will save your business money. We’re experts in retirement planning and we’ll make sure your business is setup for success.

We can help answer your questions about:

  • 401(k)/Profit Sharing Plans
  • Deferred Compensation
  • Defined Benefit Plans

Taxes in Retirement

Understanding your taxes is probably more important when you retire than any other time in your life because it can reduce your lifetime income significantly if not handled correctly. We work with experienced accountants and tax professionals who help you better understand your taxes and how retirement and financial decisions can affect you and your taxes.

Income in Retirement

It’s hard to think about retirement when you don’t have a lot of money saved up. You might be worried that you won’t be able to afford the lifestyle you want. This can be really scary, especially if you’re not sure how you’re going to make your money last.

SC Wealth Advisors can help. We offer personalized advice and solutions for income in retirement. We’ll work with you to create a plan that fits your unique needs and helps you feel confident about your financial future.

Discover the 5 Steps to Retirement

For more information about retirement planning and to download your copy of 5 Steps to Retirement, fill out the form below.

"*" indicates required fields