Preparing to Retire

You’ve worked hard to build a comfortable future—but with retirement on the horizon, there’s still uncertainty. We help you protect your lifestyle and plan for what’s ahead.

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You’ve worked hard to get here. Let’s make the most of what’s next.

You’re within 10 years of retiring—but are you ready?

You’ve saved, invested, and made smart moves over the years. Now it’s time to turn that nest egg into a plan. You want to know where you stand—and what to adjust.

So many moving parts. One big decision.

Social Security, pensions, investment accounts, healthcare, taxes—when to start, how much to take, what to consolidate. It’s a lot to sort through. You want a clear strategy that takes into account all moving parts.

You don’t want surprises after you stop working

The last thing you want is to retire… and then realize you missed something big. You want a plan that’s built to last and flexible enough to adapt with you.

Retirement planning isn’t just about money

It’s about lifestyle, freedom, and making the most of your time. Your financial plan should support how you want to live—not just how long the money lasts.

Can I actually afford to retire soon?

What if I retire and something big changes?

Should we downsize, or stay put?

What should I be doing now to avoid surprises later?

You’re not just planning to retire—you’re planning to live well. We’re here to help you connect the dots, reduce uncertainty, and make the transition with clarity and confidence.

Connect With An Advisor

Kickstand is a wealth advisory firm located in Pittsford, New York, with clients nationwide. Our mission is to bring clarity, perspective, and direction to your financial life.

585.382.8600

info@kickstandwealth.com

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1250 Pittsford Victor Rd., Bldg. 200, Suite 290 Pittsford, NY 14534

Neither Kickstand Wealth Advisors nor any of its affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Diversification does not assure a profit or protect against loss in declining markets.

Kickstand Wealth Advisors (“Kickstand”) is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Kickstand may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Kickstand’s website kickstandwealth.com, referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Kickstand’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Kickstand with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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