Approaching retirement
Make the savings you worked for last.
After decades of building your savings, retirement asks a different question: how do you turn what you have into income you can count on? We help you answer it: income, taxes, healthcare, and the legacy you want to leave.
Book an intro callKnowing it will hold is the hard part.
For your whole working life, the goal was clear: save more. In retirement, that reverses. Now the questions are about drawing down wisely, timing decisions that can't easily be undone, and protecting against the risks that matter most once a paycheck stops.
Build your income plan
We map your savings, Social Security, pensions, and expenses into a year-by-year plan, so you can see where your income will come from and how long it is designed to last.
Coordinate the tax picture
The order you draw from different accounts shapes your taxes over time. We plan those decisions deliberately, working alongside your tax professional rather than scrambling each spring.
Plan for healthcare & risk
From the gap before Medicare to a market downturn early in retirement, we build a plan that anticipates the risks rather than reacting to them.
Shape your legacy
We help you organize how your assets pass to the people and causes you care about, so your wishes are clear and your family is not left guessing.
The same promises as everywhere at Kore: an independent fiduciary, one flat fee based on the assets being managed, nothing for sale, and a client base small enough to answer when you call.
“Kyle has been my financial advisor for many years, and because of his guidance and our work together, I’m happily and comfortably retired. I appreciate the individualized and useful time he took (and continues) to support me in my financial goals.”
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Testimonials are based upon an individual client experience and may not represent the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Free guide · No call required
The 10 Retirement Decisions You Can’t Undo
A plain-English guide to the retirement choices that only happen once, and how to think each one through before you commit: Social Security timing, pension elections, the Medicare window, and your first year of withdrawals.
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See what your retirement could look like
Fifteen minutes, nothing to prepare, no obligation, just a chance to ask questions and see whether we're a good fit.
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