Retirement Planning
We’re ready for your next chapter
As you grow closer to retirement, your financial challenges evolve. Our systematic planning process gives you clarity so you can retire with confidence. Let us help you make informed decisions that align with your long-term financial goals.
The Quarry Hill Difference

BedrockTM Planning Process
Unlike reactive financial management, our seasonal planning approach ensures every aspect of your financial life receives focused attention throughout the year:
- Spring Focus: Retirement projections and investment strategy alignment
- Fall Focus: Tax optimization and estate planning
- Year-Round: Equity compensation monitoring and opportunity identification

Retirement Income Expertise
We help you make confident decisions about:
- Social Security: Strategic timing decisions to maximize lifetime benefits
- Pension Options: Evaluating lump sum versus annuitization choices
- Healthcare Funding: Planning for Medicare and long-term care needs
- Withdrawal Sequencing: Determining optimal account withdrawal order to minimize taxes

Integration Across Your Financial Life
Our approach connects all elements of your financial situation:
- Linking income strategies to tax planning
- Aligning estate planning with legacy goals and values
- Coordinating healthcare decisions with overall financial planning
4 Steps To Get Started
Discovery Consultation
Tell us about your situation. We learn about your retirement timeline, income needs, and concerns about the transition. This focused conversation helps us understand your specific challenges and goals as a pre-retiree, from creating sustainable income to managing healthcare costs and legacy planning.
Custom Strategic Assessment
Decision & Planning
Implementation & Optimization
A few words from our trusted clients
Disclosure: This testimonial was given by a current client of QHA. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because QHA has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
Want to start your journey towards financial freedom?
Set up your discovery meeting.