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Learn how Brickley Wealth Management helped one couple secure their financial future. Discover the secrets to optimizing distributions, maximizing social security and more.
Case Study

Planning a Financially Secure Retirement

Retirement
Social Security
Tax Planning
Investing
Estate Planning
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The Opportunity

James and Monica are approaching retirement. Before making anything official, they want to know if they are financially fit to retire while maintaining their current lifestyle. They are overwhelmed with questions about how to optimize distributions, when to take social security, and potential risks that could derail retirement. 

The Solution

Brickley uncovered some planning opportunities to secure their financial future. After reviewing their assets, debt, income, and expenses, we determined that they could retire and maintain their current lifestyle. We came up with a plan if a long-term care event would occur. 

  • Maximized their Social Security benefits and determined when to start receiving benefits.
  • Minimized taxation on retirement income and determined how to fund their retirement tax efficiently.
  • Rebalanced their investment portfolio allocation to include more stable, less volatile, income-producing investments. 
  • We encouraged a review of their estate plan with their estate attorney. 
  • Rent their vacation home to provide them with the additional income to fund a long-term care event. 
  • Limit realized capital gains this year to prevent the client from falling into the next tax bracket.

Services Focus

  • Retirement Planning
  • Tax Planning & Return
  • Investment Management
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Disclaimer

We encourage our clients to provide testimonials on their experience with our firm in their own words.  We appreciate their testimonial however we do not compensate them in any manner.  We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.

Planning a Financially Secure Retirement

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1900 O'Farrell St #330, San Mateo, CA 94403
Contact@brickleywealth.com
(650) 638-0111

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