Buoyant Wealth
Hi there, and thanks for browsing! We are a small, independent firm that exclusively helps people transition to, and navigate, retirement.
We specialize in the planning needs of couples with 2-5 million dollars. Specifically, we leverage our EUREKA planning process to help clients actually spend and enjoy their money in retirement.
We cater to people who might be "oversavers" that need some reassurance it's ok to spend. We come up with a plan to answer:
When can we retire?
How much can we spend?
Where does our retirement paycheck come from?
How do we lower taxes over time?
How should we invest in retirement?
We also help clients figure out:
When should you take Social Security?
Should you consider Roth conversions?
How can you reduce or eliminate Medicare IRMAA surcharges?
How can you give money to charity AND lower your tax bill?
How can you leave money to your kids more tax-efficiently?
Many wonderful planners help clients in the accumulation stage of life. We are specialists in the decumulation (read: spending) stage. It is a different skillset, and we encourage you to seriously consider working with an advisor that specializes in your next stage of life.
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