Tune in Saturdays from 6am to 7am to KHOW-AM 630 TALKRADIO! Listen Live in Denver & Online!
Retirement Planning.
Putting All the Pieces Together.
Retirement planning includes Social Security, pensions, Medicare, withdrawing money from your 401(k)…and finding ways to lower your tax bill so that your income will last. The best time to plan is now!
Retirement Planning
at Exact Wealth
If you are 50 years or older, now is the time to work with professionals who can pull together the many moving pieces you need to include in your comprehensive retirement plan. We are not the kind of firm that says you need to save up x amount and then withdraw x percentage each year—that’s not a plan. Our team of experienced financial professionals works closely with many disciplines, from health insurance and Medicare pros, to wealth and investment managers, to life insurance and annuity advisors, to tax experts and CPAs, to attorneys who specialize in advanced estate planning strategies, and many more. At Exact Wealth, your retirement plan is tailored to you and your unique situation and goals.
John Becker
Co-Owner, Managing Partner
Ben Jerome, J.D.
Co-Owner, Managing Partner
Sarah Nugent-Noll
Retirement & Medicare Specialist
Our Team:
Being Prepared for Retirement Is Key
The retirement planners, financial professionals, investment advisors and financial planners at Exact Wealth provide customized plans for our pre-retirement clients in conjunction with CPAs and estate attorneys. We care about helping you retire with tax-advantaged retirement income that can last as long as you live. We help you pull all the various aspects of retirement together, from Medicare, Social Security, tax strategies, advanced estate planning concepts, wealth and asset management, annuities, life insurance and much more. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
Services
at Exact Wealth
The menu of services available at Exact Wealth are included as needed or recommended as part of your comprehensive retirement plan. Your retirement plan is customized and tailored to your situation, your retirement lifestyle goals, your retirement income needs, your risk tolerance, and your personal objectives, including your plans for wealth transfer to the next generation. The financial professionals at Exact Wealth draw on many disciplines to create and implement your plan. Here are some of the services we provide, click each one to learn more.
Accurate Information Only, Please!
Tune in each Saturday from 6am to 7am to KHOW-AM 630 TALKRADIO!
Effective retirement planning requires factual precision! Join financial services industry veteran, John Becker, and Medicare and retirement planning specialist, Sarah Nugent, and their guests on The Exact Wealth Show. Learn the truth about the many different pieces that must come together to help you retire and stay retired without running out of money. John and Sarah will interview estate planning attorneys, CPAs and tax professionals, and other experts to talk about Medicare, Social Security, taxes, investing, estate planning, annuities, life insurance, and much more as we correct some of the big myths out there about how much money you need to have saved in order to retire, and how relying on a percentage withdrawal method could fail you down the line due to stock market volatility. We’ll be dropping knowledge and facts on Denver each week—join us!
Age 65 Medicare Sign Up
Are you going to be 65 soon? You have a window from three months before to three months after your 65th birthday to sign up or potentially pay higher Medicare premiums for life. We can help!
Resources
at Exact Wealth
Exact Wealth prides itself on our educational approach, and we are here to answer your questions and provide help when it comes to all aspects of retirement planning. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, please feel free to reach out if you have any questions!
Schedule an Appointment
Free Consultation
Schedule a free consultation with one of our team members to help identify where you are currently at, so we can help you make an informed decision on how to accomplish your goals for the future.
