BOULAY’S RETIREMENT PLANNING ADVISORS IN MANKATO MAKE YOUR NEXT STEP EASIER
It’s essential to not only focus on saving money for retirement but also to have a clear understanding of your financial objectives. By aligning the two, you can achieve a sense of tranquility. Additionally, there are various risks to take into consideration when planning for retirement, such as inflation, healthcare costs, taxes, and long-term care, all of which can have an impact on your retirement income.
Boulay’s retirement planning team in Mankato, located on Madison Avenue, is staffed by certified professionals who are ready to help you plan for your future.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
How we help you get there
Using our WealthNAV™ Experience, our retirement planning advisors combine tax knowledge with wealth management experience to help business owners, executives, entrepreneurs, and wealthy families build an integrated retirement plan that includes:
- Transitioning your investment portfolio from an accumulation allocation to one that fits your retirement income plan
- Cash flow analysis to determine the withdrawal percentage of savings each year that will be sustainable throughout your retirement
- Formulating a strategic income plan to minimize the tax burden on savings from different accounts such as 401(k)s, traditional and ROTH IRAs, pensions, annuities, taxable accounts and Social Security benefits
- Recommending risk management strategies that can protect you against the key risks you will face during retirement
- Estate tax planning, gifting and charitable giving strategies
Whether you’re saving for retirement or turning your accumulated assets into an income stream, our retirement planning advisors design a tax-optimized retirement strategy that meets your goals.
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. We are committed to giving you the absolute confidence to make the best decisions and the peace of mind to know they are right with the expertise of our wealth management advisors.
Wealth Management Team
Andy Christians
Carrie Cecere
Darlene Morton
Elizabeth Little
Julie Coyne
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Matthew Heilmer
Tedie Fahey
Tim Rockford
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REQUEST A MEETING WITH A RETIREMENT PLANNING ADVISOR IN MANKATO
Boulay’s retirement planning advisors are experts in helping you choose a retirement plan. Whether you’re saving for retirement or turning your accumulated assets into an income stream, our wealth advisors design a tax-optimized retirement strategy that helps meet your goals.