Services / Retirement Planning
Retirement Planning
This is our specialty. We help you prepare, plan, and execute a retirement plan. But even more important, we do plan-ning. It is an ongoing process, not a 50 page document.
Retirement with Wisdom & Care
Retirement Income
We’ll help coordinate Social Security, retirement account withdrawals, pensions, and other income sources into a strategy designed to support your lifestyle throughout retirement.
Investments
As your life changes, your investments should change too. We build a plan to make your investment resources last the rest of your life so you can enjoy time pursuing your retirement dreams.
Taxes
You might think your income taxes are less in retirement, but you could be in for a surprise. We help navigate a tax withdrawal strategy with your income sources and tax consequences.
Client Successes
“I have been working with Skyline Advisors for several years and they have been consistently great. They are patient, caring, and thorough when handling my finances. They are principled and passionate about the details and big picture. Highly recommended.”
Jeffrey Gilliam — Professor of Music at WWU — Client since 2022
This testimonial is from a current client of Skyline Advisors, Inc., and was not compensated by our firm in exchange for their testimonial. Each testimonial may not reflect the opinion or experience of all Skyline Advisors, Inc. clients.
Retirement Planning Process:
Discover and Define
You get to know us, and we get to know you. We help put collect the information needed for your Plan.
Identify & Select Goals
Select your richer life goals. What do you hope to achieve in retirement?
Develop Recommendations
We map out a plan, considering alternative scenarios, and advise you on a recommended course.
Present and Implement
We work with you on the final Plan. That’s the easy part. Now we need to enact it.
Monitor and Update
We monitor and update your Plan, provide advice as life evolves, and ultimately make sure you are on track.
We help you determine when to make an adjustment or if you can afford to spend more, give more, or take advantage of compounding wealth changes. A Plan is not enough. Plan-ning is a process, not an event.
Retirement Planning is not just a math equation:
Whether you are finishing a long career or are entering a “work optional” financial freedom stage, we can help formulate a plan for your family that is part of a much larger financial planning process. It can involve phasing out from work, working part-time, one spouse continues to work, changing careers, taking a sabbatical, side-hustles, and many other work configurations. We can help.
Retirement Income Strategies
Social Security Planning
Tax Integration
Medicare & Healthcare Considerations
Required Minimum Distributions (RMDs)
Investment Types and Risks
Roth Conversions
Cost of Living increases
Moving to another State
Family changes or inheritances
Estate and Legacy Planning
Get our Financial Planning
Services - One Sheet
Why Choose Skyline Advisors?
We help guide your financial future. We are your dedicated advisors for life, not salespeople.
As fiduciary advisors, we are committed to acting in your best interest and helping you make informed financial decisions. Our goal is not simply to help you accumulate wealth, but to help you use it to create a richer, more fulfilling life.
If you’re looking for a trusted financial planner in Bellingham to help you prepare for retirement, we’d welcome the opportunity to start the conversation.
Start Planning Your Future
Take the first step towards a secure and fulfilling retirement. Contact us today to schedule your personalized consultation and let us help you achieve your retirement dreams.