Clarity Every Day. Strategy That Stays on Track.
I work with individuals and families approaching or already in retirement who want greater clarity and structure around their financial future. Many of the clients I serve are navigating important decisions at the same time, including when to retire, how to turn savings into income, how to manage taxes, and how to ensure their plan can support them for the long term.
My role is to help organize those moving parts and create a strategy that supports both lifestyle and financial security. With a focus on retirement income planning, Social Security strategy, and tax-efficient withdrawals, I help clients build a financial framework designed to provide stability, flexibility, and confidence throughout retirement.
Call and Speak to Our Team!
(845) 651-3070
Turning Complexity Into Organized Strategy
Retirement planning involves more than simply saving enough. It requires coordinating income, taxes, healthcare decisions, investment strategy, and long-term planning in a way that works together. With the right structure, even complex financial decisions can become manageable.
For Pre-Retirees Preparing For The Transition
Many individuals approaching retirement are asking the same core questions: When can I retire? How much income can I safely generate? How should I structure withdrawals to reduce taxes? I help organize these decisions so retirement timing, income strategy, and long-term financial security work together as part of a clear plan.
For Retirees Creating Reliable Income
Once a paycheck stops, the focus shifts from accumulation to sustainability. I work with retirees to build income strategies designed to support their lifestyle while addressing risks such as market volatility, inflation, and longevity.
For Individuals Navigating Social Security And Medicare Decisions
Government benefits play an important role in retirement income. I help clients evaluate Social Security claiming strategies and coordinate them with their broader financial plan, while also preparing for Medicare and healthcare planning considerations.
For Families Thinking About Legacy And Long Term Stewardship
Some clients are focused not only on their own retirement but also on how their assets may support children, grandchildren, or charitable goals. I help structure plans that balance current lifestyle needs with thoughtful wealth transfer and long-term family planning.
Strategic Wealth Decisions
Bank on Yourself
Plan Smarter Wealth
Simplifying Retirement Services
Bringing Structure and Clarity to Your Financial Strategy
I work with individuals and families to organize, implement, and maintain financial strategies that support a confident retirement. Whether you are preparing to transition out of the workforce, coordinating Social Security decisions, structuring retirement income, or planning for healthcare and taxes, my role is to help ensure the strategy remains clear, coordinated, and aligned with your long-term goals.
How I Help Keep Your Retirement Plan Aligned
I work closely with clients to implement and maintain coordinated strategies designed to support sustainable income, tax efficiency, and long-term financial stability throughout retirement.
Turning Savings Into Reliable Income
Retirement planning requires shifting from accumulation to income. I help clients structure withdrawal strategies, evaluate income sources, and coordinate investments so their savings can support a consistent and reliable retirement lifestyle.
Social Security, Taxes, And Income Strategy
Decisions around Social Security and taxation can have a significant impact on retirement income. I help clients evaluate claiming strategies and coordinate withdrawals in a way that supports long-term tax efficiency and financial stability.
Preparing For Healthcare And Longevity
Healthcare costs and longevity are two of the biggest uncertainties in retirement. I help clients plan for Medicare decisions, potential long-term care needs, and the financial realities of a retirement that may last decades.
Supporting Family And Legacy Goals
Many clients want their financial strategy to extend beyond their own retirement. I help families think through inheritance planning, charitable goals, and ways to structure assets that support future generations while maintaining their current lifestyle.
Myles Wealth Management
Lori Mezzetti
Financial Advisor
Jim Mezzetti
President | Myles Wealth Management
Luis Neely, RICP®
Financial Advisor
Give Our Office a Call
You Deserve a Future Built on Clarity and Confidence
Whether you are planning for retirement, preparing for college costs, running a business, or navigating a major financial decision, we are here to guide you.
Visit Our Florida, NY Office
Address:
59 N. Main St
Florida, NY 10921
Phone: (845) 651-3070
Office Hours: 9 am to 5 pm (Monday - Friday)