Retirement Planning

Planning for a Confident Retirement

Financial security in retirement is the cornerstone of your Everhart Advisors financial plan. Retirement is more than a milestone— it’s an ongoing journey that requires careful planning and strategies aligned with your goals. We focus on key areas of retirement planning, including:

Retirement Scenario Analysis
Social Security Optimization and Enrollment
Medicare Planning
ACA Subsidy Planning
Retirement Spending Plan
Debt Analysis
Company Retirement Plan Oversight
- 401(k), 403(b), 457 etc.
- Stock Options
- Restricted Stock
- Deferred Compensation

Everhart Advisors does not provide all the listed services to all clients. Some services are offered through professional referrals. Clients may incur fees and expenses beyond those paid for Everhart Advisors’ services, including additional charges for tax consulting and estate planning. For more details on professional referrals, please see Items 4B.3.8 of our Firm Brochure, available on our website. Everhart Advisors and employees are not licensed attorneys and cannot provide legal advice.