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
The marketing materials presented on this website include testimonials that serve as reviews of Quarry Hill Advisors’ products and services. Quarry Hill Advisors does not compensate clients for reviews or testimonials, and Quarry Hill Advisors does not provide anything of value in exchange for these reviews. Quarry Hill Advisors has determined that there are no material conflicts of interest between the firm and the participant, and Quarry Hill Advisors has not influenced the statement made by the client(s) appearing on this website.
Want to start your journey towards financial freedom?
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