Recent Retirees

One of our primary focus areas are those who have worked hard their entire lives, have recently retired, or those who are within 5 to 10 years of retirement, and are looking to reach the finish line and work towards their lifestyle goals.

As you approach retirement, your needs get more complex. Our collaborative approach entails deeply understanding each client's needs and goals, providing access to customized wealth planning services, collaborating with tax specialists, and defining a roadmap based on your unique financial situation.

Working with CKL Capital as you approach retirement enables you to pursue the goals you have worked towards your entire life. Reach out to our team today for a consultation.