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Retirement Planning

"Am I missing any opportunities to pay less in taxes?"
"What’s my business worth and how does that impact my personal finances?"
"How do I balance reinvesting in my business vs diversifying my personal wealth?"
"How can I protect my personal assets?"
"What’s my number for exiting?"
"What’s my succession plan?"

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

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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
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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
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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

1

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.

2

Custom Strategic Assessment

Get answers and clarity. We analyze your current financial picture and retirement readiness to identify specific optimization opportunities. For pre-retirees, this includes detailed income projection scenarios, tax-efficient withdrawal strategies, and comprehensive retirement modeling based on your unique situation and goals.
3

Decision & Planning

Think about it. Review our recommendations and discuss them with key stakeholders. As a pre-retiree, you'll see clearly how our proposed strategy addresses your specific challenges, from optimizing Social Security timing to creating tax-efficient income streams and ensuring your resources will last your lifetime.
4

Implementation & Optimization

Don't do it alone. Save time and energy with a true partner. Our team executes your retirement transition plan with precision, coordinating with your tax professionals and legal advisors as needed. We proactively monitor important retirement milestones, market conditions, and tax law changes, ensuring your plan remains optimized as you transition into and through retirement.
Take a closer look at the steps →

A few words from our trusted clients

During our planning for retirement, perhaps the best move we made was to work with Quarry Hill Advisors. Their counsel and advice are excellent and spot on, as well as the integrity and knowledge the staff possess. Thanks to this tight knit team for all the guidance and encouragement.
- David R.
My husband and I highly recommend Quarry Hill Advisors for financial planning. As customers since 2017, we have enjoyed personal attention and sound financial advice--areas of strong concern to us as we manage our transition through early retirement (and the steps beyond).
- Mary B.
I was seeking a fiduciary in preparation for retirement and so glad I found Quarry Hill. I have been working with [them] for about two years and [they have] exceeded my expectations. I expected good investment advice, but [Quarry Hill] goes beyond that. [The team] has looked at my whole financial life for savings opportunities such as student loans, insurance, mortgage. In all cases, these are not up-sell situations, just good referrals to other professionals.
- Riverpeace

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.