Strata Capital

Strata Capital

Strategic Wealth Management | Fairfield, NJ

  • The Firm
  • Our Approach
  • Our Services
  • Why Us?
  • Insights
  • Contact Us
  • Client Login
  • The Firm
  • Our Approach
  • Our Services
  • Why Us?
  • Insights
  • Contact Us
  • Client Login
  • Skip to main content

Retirement Planning

Creating a retirement plan isn’t just about dollars and cents. It’s about designing a lifestyle that you enjoy and spending time with those who are most important to you. At Strata Capital, our number one priority is helping you design a plan for retirement that will give you the confidence to live every day like it’s Saturday.

  1. Paint a picture of what retired life will look like, what will you do, and where will you go.
  2. Work together to figure out how much it will cost
  3. Create a plan for how you’ll pay for it
  4. Design an investment plan that makes you feel confident
  5. Review annually and adjust so that you can continue living your best life

That simple…

Schedule a Consultation

Approaching Retirement

Retirement is a big decision. Wouldn’t it be great if you could see the impact of your decisions before you made them? With Strata Capital’s retirement planning process, you could.

  • Retirement readiness assessment – shows you your best retirement age and earliest possible retirement age
  • Investment and savings plan to get to your number
  • Understanding your pension options
  • Understanding Social Security and the best way to take it
  • Understanding how your income and assets leading up to Medicare eligibility will affect your Medicare costs
  • Understanding your cashflow, expenses, and how it will change in retirement
  • Understanding your risks in retirement and creating a plan to manage them

Already in Retirement

Retirement should be stress-free. Helping you feel confident in the decisions you’ve made and maximizing what you have is what we do.

  • Recreating your paycheck by planning how much to take, from which source, and when.
  • Helping you plan the best way to take required minimum distributions (RMDs)
  • Helping you understand your Medicare premiums and how to minimize the cost
  • Asset allocation and creation of a portfolio that minimizes risks and costs and maximizes return and confidence while aligning with your risk appetite and plan
  • Tax considerations and minimizing taxes on your investments
  • Legacy creation and gifting
  • Charitable giving
Strata Capital

Subscribe to Our Blog

This field is for validation purposes and should be left unchanged.

Disclosures      ADV      CRS

© Strata Capital