Our Services

We serve you in all areas of financial planning

What We Help With

We want to help you & your family thrive financially.

Retirement Planning

Our advisors can help you make the most of your employer-sponsored retirement plans and IRAs. Through our process, we will determine how much you need to retire comfortably, and help manage your assets before and during retirement.

401k/403b Management

Our cutting edge technology allows us to help actively manage your 401k / 403b retirement plans while you are still employed. Giving you the opportunity for better investment success while saving for retirement. 

Tax Management*

What most people don’t know is that taxes are one of the most significant costs during retirement. We want to help you make sure your portfolio is tax-efficient by developing tax-efficient investment strategies. We also do our part in referring you to tax specialists who know how to best handle your situation.

Estate Planning*

Our advisors can help you make the most of your employer-sponsored retirement plans and IRAs. Through our process, we will determine how much you need to retire comfortably, and help manage your assets before and during retirement.

Education Funding

What most people don’t know is that taxes are one of the most significant costs during retirement. We want to help you make sure your portfolio is tax-efficient by developing tax-efficient investment strategies. We also do our part in referring you to tax specialists who know how to best handle your situation.

Investing

Our advisors can help you make the most of your employer-sponsored retirement plans and IRAs. Through our process, we will determine how much you need to retire comfortably, and help manage your assets before and during retirement.

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Who We Serve

Financial Planning for University Faculty Members

Are you planning to retire from a long-term career as a university faculty member but aren’t sure how to make your savings work for you?

The truth is that most universities offer decent retirement plans, but they don’t walk you through the process of maximizing your contributions or creating a sound retirement income plan.

We’ve met with faculty in the past who contributed to their retirement plans for decades but are uncertain when they can retire or what kind of lifestyle they will be able to afford.

The biggest challenges university faculty face today include:

  • Knowing how to access your money in retirement
  • Planning for taxes and RMDs
  • Structuring your income streams to reduce tax liability and extend the life of your money

Without a trusted advisor or the proper guidance, you’ll find yourself scrambling to plan for retirement when it’s too late. However, this doesn’t have to be the case. We at Wellington Investment Advisors can help you create a sustainable tax-efficient income to support you and your family for years to come. Schedule a consultation with a trusted fiduciary advisor today.

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Retirement Planning for Pre-Retirees

Retirement planning is a lifelong process of aligning your long-term goals with an actionable plan. What most people don’t know is that there are stages to retirement planning and a strategy for each.

Most of the people we work with are in their highest-earning years and typically in their 50s or early 60s. As retirement draws closer, you might have to make some critical decisions involving tax and estate planning. You might even start moving investments into less volatile investment vehicles that you can access when you need the money.

This is when you should focus on wealth preservation and protecting your assets for a sound retirement plan for you and your family. Here at Wellington Investment Advisors, we care about helping you live a comfortable life after retirement. We can help you create an income plan that’s sustainable for you and your family for a brighter financial future. Reach out to one of our experienced advisors today to get started on your retirement planning.

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Our Process

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Step 1.

Schedule a Consultation 

We speak with you one-on-one to understand your concerns, goals, and dreams for your financial future. We want to help you focus on what you care about most instead of worrying about the numbers. At this step, we empathize with you to form a deeper understanding of your financial situation.

Step 2.

Meet With Our Team

Following the consultation process, you’ll meet with an advisor whose skills match your concerns. They’ll take a careful look at your financial situation and consider the strategies that would work best for you and your family.

Step 3.

Start Planning Your Future

Once we have a strategy that aligns with your values and goals, we’ll help you implement the tools that will get you to your final destination, whether that’s retirement or a well-managed portfolio.

 Schedule a Consultation