THE YEARS BEFORE RETIREMENT MATTER MOST
Retirement Income & Tax Planning for Professionals 5–10 Years From Retirement.
Turning decades of savings into a clear, tax-efficient retirement paycheck you can rely on.
Are You Approaching Retirement?
You may be asking questions like:
When can I actually retire?
How much income can my portfolio generate?
When should I start Social Security?
How do I reduce taxes in retirement?
These are exactly the questions a coordinated retirement income plan is designed to answer.
Are you within 5-10 years from retirement?
Have you built $500K or more in savings and investments?
Are you looking for clarity around how to turn those assets into tax-efficient retirement income?
Who This Planning Is Designed For
This is the window where the right planning decisions have the biggest impact.
Retirement Planning is Different
Building wealth and living off wealth are completely different problems
But retirement introduces a new challenge: turning savings into reliable income while managing taxes, withdrawals, and investment risk.
That transition requires a coordinated strategy.
This is the stage when financial decisions become more connected - Social Security timing, tax strategy, and investment withdrawals all start working together.
GUIDING YOUR WEALTH
TOWARD YOUR DESTINATION.
I’m Patrick Thompson, Accredited Wealth Management Advisor™, and I’ve spent over 18 years guiding pre-retirees toward financial clarity as they approach retirement.
As your fiduciary advisor, my job is to navigate the terrain, carry the complexity, and help you turn your savings into a tax-smart retirement paycheck so you can focus on living the life you’re working hard to build.
Every step we take together is intentional, and every route is carefully planned to move you toward your retirement goals with clarity and confidence. Whether you’re in nearby Dana Point or across the country, I’m here to chart your path through the last 5-10 working years and beyond.
If you’ve got 20 minutes and want to see what a clear retirement income and tax plan could look like for you, let’s hop on a call to see if we’re a good fit.
“...Patrick has been my financial advisor for over 15 years. His honesty, collaboration, communication, and strategic vision have consistently driven my portfolio to new heights”
- Jeff S., Laguna Niguel, CA
Testimonials are provided by current clients. They are unpaid, may not be representative of all clients, and are not a guarantee of future performance or success.
The Process
Retirement Fit Call — 20 minutes to see if we’re a good match
Discovery Meeting — We dig into your full financial picture
Your Retirement Income & Tax Plan — A clear roadmap built around your goals
Ongoing Partnership — Continued guidance as you move toward and through retirement
