Retirees

 

Retirees

What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Nathan Corbitt, CPA, CFA, CFP®
Nathan Corbitt, CPA, CFA, CFP®
Partner | Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.