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Retirement Planning

Protect Your Future

Financial planning is about marking goals and collecting wins throughout your working life, retirement planning is about building the life you want to pursue during your non-working years.

Business owners need a way to monetize the value of their business. Key executives need tax-efficient retirement savings strategies that account for high income during working years. Young professionals are thinking long-term about retirement, with a focus on growth and future income potential.

Every retirement plan looks different because every person has a different view of what their retirement looks like.

If you want to golf every day, we need a plan to account for a country club membership. If you want to travel every month, we need a plan that allows for added travel expenses. If you want to move to the beach, we’ll help you craft a strategy to pursue that goal.

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Retirement Income Planning

Where financial planning will help you save and invest for retirement, retirement income planning is how you use those assets over the course of your remaining years. In other words, retirement income planning is a strategic way to help ensure you don’t run out of money well after your working years.

Business Continuity Planning

When you own a business, it can become one of your largest assets in retirement. If operations were to stop due to a fire, flood or any other reason, what happens to that valuation? If you clients must turn to other companies in your downtime, will they return? What happens to the value of that business if you lose half of your clients? We’ll help you outline the risks you need to manage as part of a business continuity plan.

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Business Exit Planning

Everyone business owner is going to exit the business at some point. You’re either going to do it because you planned on it or you’re going to do it because you unfortunately became disabled or passed away.

Selling a business can be a huge emotional burden, especially when you’re handing the reins over to family. There are ways to ensure a clean transition of power without discounting your retirement income that tied to the business valuation. On the flip side, a buy-sell agreement ensures your loved ones receive compensation for the business if you pass away. Our Certified Exit Planning Advisor team will help you design your exit plan, and help you manage the assets throughout your retirement.

Estate Planning

Leaving a legacy is much different than leaving an inheritance. Legacy planning is based on your values, goals and generosity – three things that can carry on far after your life. We work directly with your attorney to build an estate plan focused on the legacy you want to leave behind.

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What is Ellerbrock-Norris Wealth Strategies?

Ellerbrock-Norris Wealth Strategies is a registered investment adviser and subsidiary of Ellerbrock-Norris. ENWS is an RIA that specializes in helping clients in financial planning, wealth management, business exit planning and more.

Nothing presented herein is intended to be personalized investment, tax, legal, accounting, or any other professional advice, or should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. Investing involves risk that you as an investor should be prepared to bear. Any client testimonials included herein may not necessarily reflect the experiences or opinions of all clients.

What is Ellerbrock-Norris Wealth Strategies?

Ellerbrock-Norris Wealth Strategies is a registered investment adviser and subsidiary of Ellerbrock-Norris. ENWS is an RIA that specializes in helping clients in financial planning, wealth management, business exit planning and more.

Nothing presented herein is intended to be personalized investment, tax, legal, accounting, or any other professional advice, or should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. Investing involves risk that you as an investor should be prepared to bear. Any client testimonials included herein may not necessarily reflect the experiences or opinions of all clients.

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Learn how we use a holistic approach to protecting what's most important to you – from the things that you own to the life that you've built. 

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