Retirement by Design.
Comprehensive Strategies for Health, Wealth, and Confidence in Retirement
Design a Retirement That Works in Any Economic Climate
We help you design a retirement strategy that works in any economic climate by focusing on five core areas: identifying your financial comfort zone with a personalized risk analysis, optimizing your Social Security benefits to avoid costly mistakes, turning your savings into reliable income with annuity and withdrawal strategies, minimizing taxes through smart diversification and Roth planning, and preparing for rising healthcare costs with proactive coverage and long-term care planning.
Comprehensive Solutions for Your Retirement Needs
Explore a full suite of tailored retirement and investment solutions.
Color of Money Risk Analysis
🛡️ Risk Strategy
Discover your financial comfort zone and align your assets to match. Our Color of Money Report categorizes your portfolio into “green” (conservative) and “red” (growth-focused) assets so you can weather any market.
Social Security Maximization Report
📈 Social Security Maximization
We’ll help you choose the optimal time to claim benefits and avoid costly mistakes — especially when it comes to survivor income and spousal strategies.
Retirement Compass Income Strategy
💰 Income Planning
Turn your nest egg into dependable, predictable income. We use annuity analysis and smart withdrawal strategies to ensure your money lasts as long as you do.
Roth Conversion + Tax Efficiency Analysis
💸 Tax Efficiency
Today’s tax rates may be the lowest you’ll see in retirement. We’ll show you how to diversify your tax exposure with strategies like Roth conversions and smart withdrawal planning so you can keep more of what you’ve earned.
Annual Medicare & Prescription Plan Reviews
🏥 Healthcare Planning
Healthcare needs can change year to year — and so can your coverage options. From prescription changes and provider networks to shifting plan benefits, it's critical to stay aligned with the right coverage. We offer ongoing support to review your healthcare plans annually, ensuring they continue to meet your needs and protect both your health and your finances throughout retirement.
Testimonials
Jasmine Richards
Started planning with Silver Maple and already seeing the benefits. The retirement and annuity plans are both personalized and reassuring. Definitely recommended for peace of mind.
Monica Chandler
I've explored various options, but Silver Maple's annuities and estate planning truly stand out for their reliability and thoroughness. Really made the complex stuff simple.
Thomas Krazinski
Tried their investment management. It's consistently stable and smart. Pretty calm knowing they’re handling my portfolio.
FAQs
Your Questions Answered: Navigating Retirement with Confidence.
Why choose Silver Maple Retirement Strategies for my retirement planning?
We specialize in tailored retirement strategies with a focus on long-term client relationships and personalized service.
Can I adjust my retirement plan if my financial situation changes?
Absolutely, we provide flexible retirement planning solutions to accommodate your evolving financial needs and goals.
Are there specific age requirements to start retirement planning with your agency?
Its never too early or too late to start planning for retirement. We generally advise starting as early as possible to maximize the growth of your retirement funds.
What types of risks are involved with your investment management services?
Investments carry market, interest rate, and credit risks. We aim to mitigate these through diversification.
How do your estate planning services handle differences in state laws
Our team is knowledgeable in state-specific estate laws and works closely with legal experts to ensure your estate plan is compliant and meets your wishes
What should I bring to my first consultation?
Bring recent tax returns, investment statements, retirement accounts, insurance policies, and estate documents.