Fiduciary Wealth Management & Retirement Income Planning in Northern Virginia
Guiding Individuals and Families Toward a Secure Retirement
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CoreTegic Capital Wealth Management
At Coretegic Capital Wealth Management, we design personalized retirement income strategies to help you confidently navigate your financial future. Serving individuals and families aged 55 and over in Northern Virginia, we specialize in retirement income planning, pension planning, and Social Security optimization to maximize your retirement income. As a fiduciary and fee-only firm led by a Certified Financial Planner® planner, we provide objective financial planning without the burden of high commissions.
Whether you’re just around the corner or across the state, our mission is to assist you in developing, managing, distributing, and protecting your assets. As you transition into retirement, we’ll guide you through each change and prepare you for the road ahead with comprehensive services in investment planning, tax planning, wealth management, and more.
You Worked Hard for Your Money
Now, let us help your money work hard for you.
We do that by:
- Thoughtful, In-Person Guidance: We thoughtfully explain our strategies and goals in person, ensuring you understand every step of your financial plan.
- Customized Retirement Plans: We develop personalized financial plans that work for you—focusing on optimizing and coordinating your retirement income plan with your pension or Social Security benefits.
- Fee-Only Financial Planning: By aligning our interests with yours, we eliminate the worry of high commission fees and provide transparent and objective advice.
- Comprehensive Tax Planning: We incorporate tax planning strategies to help you keep more of your hard-earned money throughout retirement.
- Local Expertise in Northern Virginia: Serving the Arlington, VA area and beyond, we’re committed to guiding you through the complexities of wealth management with professionalism and care.
Services
Comprehensive Financial Planning
At Coretegic Capital Wealth Management, we offer comprehensive financial planning designed to provide you with a holistic financial plan based on your financial goals. Our goal is to deliver personalized and objective advice on a regular basis, helping you navigate each stage of your financial journey with confidence.
Retirement Income Planning
Planning for retirement is about more than just saving—it’s about creating a plan to ensure your assets provide lasting income throughout your retirement years. At Coretegic Capital Wealth Management, we specialize in helping individuals and families in Northern Virginia navigate the complexities of retirement income planning. We focus on maximizing your income sources through tax planning, pension optimization, and Social Security strategies so you can enjoy a confident and secure retirement.
Investment Management
Investing can be complex, but with the right guidance, it doesn’t have to be overwhelming. At Coretegic Capital Wealth Management, we design personalized investment strategies based on your preferences and risk tolerance. As a fiduciary and fee-only firm, we actively monitor your accounts to adapt to market changes and your evolving needs. Our goal is to help you navigate the investment landscape with confidence, aligning your portfolio with your long-term financial objectives.
Tax Planning
Navigating the complexities of taxes is essential for preserving your wealth and achieving long-term financial success. At Coretegic Capital Wealth Management, we integrate tax planning seamlessly with your retirement income planning and investment management strategies. By proactively addressing tax considerations, we help you optimize your retirement income and enhance the efficiency of your investments. Our personalized approach ensures that you keep more of what you’ve earned, allowing your assets to work harder for you throughout your retirement.
Social Security Planning
Maximizing your Social Security benefits is a vital component of a successful retirement strategy. At Coretegic Capital Wealth Management, we specialize in Social Security planning to help you make informed decisions about when and how to claim your benefits. By integrating Social Security optimization with your retirement income planning and investment management, we create a cohesive plan designed to enhance your long-term financial success.
Our personalized approach ensures that your Social Security benefits work in harmony with your overall financial goals. We consider factors like pension income, investment portfolios, and tax implications to provide you with a comprehensive strategy.
The Process
At Coretegic Capital Wealth Management, we believe that a structured and transparent approach is key to achieving your financial goals. As a CERTIFIED FINANCIAL PLANNER® professional and fiduciaries, we follow a rigorous process designed to help you make informed and educated decisions about your financial future. We want you to be confident that we’re the best fit to partner with you in planning your retirement and managing your wealth.
Meet Anthony
I’m Anthony T. Reynolds, CFP®, CHFC®, the founder of CoreTegic Capital Wealth Management. I’ve been in this business for more than a decade and I’m still as passionate as the day I started. Why? Because I get to connect with people and hear their stories, dreams, and challenges, and then work with them to create a wealth management plan perfectly tailored to their lives.
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