I'm currently retired.

Optimize Your Golden Years

Keep Your Retirement on Track

You’ve reached a pivotal stage in life where your focus is on enjoying the retirement you’ve earned. But even in retirement, effective financial management is crucial to maintaining your lifestyle and achieving long-term peace of mind. At Catawba River Capital Management, we offer specialized services to help you optimize your financial strategy, ensuring your wealth continues to support your goals throughout retirement.

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The Path to Your Ideal Retirement

Supporting your retirement with unmatched expertise and care.

Our retirement services are designed to address the unique financial challenges faced by those already retired. From maximizing income streams to protecting your assets, our approach is comprehensive and tailored to your individual needs.

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Personalized Income Optimization
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Tax-Efficient Planning
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Risk Management
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Estate Planning Support
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Ongoing Portfolio Review
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our process

Get to know how we work.

01  Initial Financial Assessment

We begin with a thorough review of your current financial situation, including assets, income streams, and liabilities. Our team takes the time to understand your unique circumstances, ensuring that every aspect of your financial landscape is considered.

02  Strategy Development

Based on your goals and needs, we create a customized financial strategy tailored to your retirement. We factor in your risk tolerance, income requirements, and long-term aspirations to craft a plan that not only sustains but enhances your retirement lifestyle.

03  Implementation

Our team executes the strategy, ensuring all financial adjustments and plans are in place. We coordinate with your existing financial institutions and advisors to seamlessly implement the necessary changes, minimizing disruption to your daily life.

04  Ongoing Monitoring and Adjustments

We continuously monitor your portfolio and make necessary adjustments to keep your retirement plan on track. Our proactive approach allows us to respond quickly to market changes or life events that may impact your financial outlook.

Our mission

At Catawba River Capital, our mission is to empower clients with independent, fiduciary-driven advice. Our Certified Financial Planners (CFP®s) prioritize your unique needs, delivering personalized strategies free from quotas or affiliations. We take a holistic approach, integrating every aspect of your financial life to create robust plans designed to thrive in diverse market conditions.

Have more questions?

  • How often will you review my retirement plan?

    We conduct regular reviews at least annually, but we’re always available to make adjustments as your circumstances or the market changes.

  • What happens if market conditions change?

    Our risk management strategies are designed to protect your assets in various market conditions. We proactively adjust your portfolio to minimize risks.

  • Can you help with estate planning?

    Yes, we offer comprehensive estate planning support to ensure your assets are distributed according to your wishes, minimizing tax implications for your heirs.