About Us

Cash Flow & Retirement Planning

Step one—creating
a plan.

At Carnegie Private Wealth, our specialized Retiree Services offering is thoughtfully designed to address the distinct characteristics, needs and goals of clients pre- and post-retirement. Our team has decades of experience working with clients preparing for and living in their golden years.

Those approaching retirement have so many decisions to make and things to think about, which can often create stress. Confidence is delivered by considering the following questions:

  • Is your investment portfolio appropriately constructed to address your retirement spending goals while navigating the inevitable ups and downs of the market?
  • What will health insurance cost where you live if you retire before becoming Medicare-eligible?
  • Do you know how to maximize your social security benefits?
  • Do you have a retirement income strategy in place?
  • Which assets should you use first in retirement?
  • Should you pay off your mortgage before retirement?
  • Does your current estate plan match your intent?
  • What is your plan for long-term care for you or a loved one?
  • What are the pros and cons of annuities? Are they a good fit for you?

Our team works with our clients to develop a comprehensive plan for retirement and will address all these areas and then remain with them every step of the way through execution. Having a plan is important, but executing the plan is essential. We have found that many retirees know the right things to do, but they do not have consistent communication and the right team working together to provide guidance and support.

What services does Carnegie Private Wealth provide to our corporate executive clients?

  • Health insurance planning
  • Social security planning
  • Retirement income planning
  • Cash flow and liquidity planning
  • Estate planning Strategies
  • Tax planning
  • Insurance and risk planning for the unexpected
  • Liability management
  • Long-term care planning

We work closely with a team of community experts to support our clients and provide them with thoughtful guidance on every area of their financial life.