THE YEARS BEFORE RETIREMENT MATTER MOST
Retirement Income & Tax Planning for Professionals 5–10 Years From Retirement.
Turning decades of savings into a reliable, tax-efficient retirement paycheck
Are You Approaching Retirement?
You may be asking questions like:
When can I actually retire?
How much income can my portfolio generate?
When should I start Social Security?
How do I reduce taxes in retirement?
Retirement Planning is Different
Most advisors focus on building wealth.
But retirement introduces a new challenge: turning savings into reliable income while managing taxes, withdrawals, and investment risk.
That transition requires a coordinate strategy
“...Patrick has been my financial advisor for over 15 years. His honesty, collaboration, communication, and strategic vision have consistently driven my portfolio to new heights”
- Jeff S., Laguna Niguel, CA
“...Patrick has managed my investments for years, always listening to my goals and concerns. He is thoughtful, strategic, and a trusted partner I highly recommend!”
- Elizabeth L., Phoenix, AZ.
“...Laser-focused on my ambitions and financial success, Patrick took the time to understand my business goals, investment style, and vision for retirement. Thanks to his guidance, my portfolio has exceeded expectations.”
- Kathleen K., Norman, OK.
Testimonials are provided by current clients. They are unpaid, may not be representative of all clients, and are not a guarantee of future performance or success.
Who This Planning Is Designed For
Typically people who:
Are 5-10 years from retirement
Have $500K+ in savings
Want Clarity around retirement income and taxes
GUIDING YOUR WEALTH
TOWARD YOUR DESTINATION.
I’m Patrick Thompson, Accredited Wealth Management Advisor™, and I’ve spent over 18 years guiding pre-retirees toward financial clarity as they approach retirement.
As your fiduciary advisor, my job is to navigate the terrain, carry the complexity, and help you turn your savings into a tax-smart retirement paycheck so you can focus on living the life you’re working hard to build.
Every step we take together is intentional, and every route is carefully planned to move you toward your retirement goals with clarity and confidence. Whether you’re in nearby Dana Point or across the country. I’m here to chart your path through the last 5-10 working years and beyond.
If you’ve got 20 minutes and want to see what a clear retirement income and tax plan could look like for you, let’s hop on a call to see if we’re a good fit.
