Late-Career & Retirees

Secure Your Retirement with Personalized Financial Planning

Strategize, secure, and simplify your retirement with BIP Wealth.

Navigate Retirement with Confidence

Let us help you transition smoothly into retirement while ensuring your hard-earned wealth continues to grow and supports your desired lifestyle.

Personalized Retirement Planning

Enjoy a stress-free retirement with our customized retirement plans, tailored to your unique financial goals and lifestyle aspirations.

Generational Wealth Management

Secure your family's future with our expert advice on estate planning and wealth preservation.

Customized Solutions for Your Golden Years

Your peace of mind is our priority. We offer personalized financial solutions for retirees to meet all your retirement goals.

Budget Planning

We'll help you create a financial roadmap for your retirement, helping you enjoy your retirement years without financial stress.

Estate Planning

Ensure your legacy lives on. We'll guide you through planning your estate, ensuring your family's financial stability for generations to come.

Conservative Investment Strategies

Benefit from our low-risk, short-term investment strategies designed for stable growth and wealth preservation.

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Frequently Asked Questions

How can BIP Wealth help me plan for healthcare costs in retirement?

BIP can assist with planning for healthcare costs, one of the biggest expenses in retirement. We can guide you on options such as Long-Term Care insurance and Medicare supplement plans.

Can BIP help with my pension and Social Security optimization?

Yes, BIP can help you make the best decisions about when and how to draw on these resources to maximize your retirement income.

I have a 401(k) from my previous employer. Can BIP help manage that?

Absolutely, BIP can help you understand your options, including rolling it into an IRA, or cashing it out.

Can BIP assist with creating an income stream in retirement?

Yes, BIP can develop a comprehensive income strategy that coordinates your retirement accounts, Social Security, pensions, annuities, and other income sources.

Does BIP Wealth hold my money?

BIP is not a custodian but will assist you in opening an account with a nationally known firm such as Fidelity, or Schwab, to act as the custodian for your funds.

How does BIP get paid?

BIP does not sell securities or insurance and makes no commission for any product we may recommend. We are advisers, not salespeople. BIP earns a fee based on the amount of assets we are managing for our clients. Our incentive is to grow your wealth.

How do I monitor my account?

BIP has a client portal and mobile app called ClientCare which enables you to securely view your investment portfolios, access updates from private market portfolio investments, and store important documents.

What types of performance reporting can I expect?

BIP provides Quarterly Portfolio Reports that include customized portfolio goals, an investment policy statement, performance reporting of portfolios against risk-based benchmarks, and milestones and accomplishments in your relationship with BIP.

What does an ongoing relationship with BIP look like?

You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is engineered to perform for you.

Got another question for us?

We’ve got the answer. Feel free to reach out to our team.