Flat-Fee Retirement Planning for People Approaching or in Retirement
Fiduciary retirement planning to help you make informed decisions about your spending, retirement income, taxes, investments, and legacy.
Retirement brings a lot of financial decisions.
Hive Retirement Planning helps you bring those decisions together into one coordinated plan.
We help people approaching or in retirement make informed decisions about spending, retirement income, Social Security, taxes, investments, and legacy planning.
We’re an independent, fee-only fiduciary firm based in New York City, serving clients virtually nationwide.
You may be asking yourself...
“Can I afford to retire?”
Understand what retirement could look like based on your spending, savings, income, and goals.
“Where will my retirement income come from?”
Coordinate Social Security, pensions, investments, and other income to create your retirement paycheck.
“Am I paying more in taxes than I need to?”
Plan ahead for Roth conversions, required distributions, Medicare premiums, and other tax decisions that can affect retirement.
“Are my investments ready for retirement?”
Align your investment strategy with the income you'll need, the risks you're taking, and the life you want to live.
Retirement planning is more than an investment portfolio.
The Hive Retirement Process™ brings the major pieces of your financial life together so you can make better decisions about how they work together.
GET ORGANIZED
Bring your financial life into focus.
YOUR SPENDING
Understand what your retirement lifestyle will really cost.
YOUR RETIREMENT PAYCHECK
Coordinate your savings and income into a retirement paycheck.
YOUR TAX STRATEGY
Plan ahead to manage taxes throughout retirement.
YOUR INVESTMENTS
Align your investments with your retirement plan.
YOUR LEGACY
Coordinate your estate plan, beneficiaries, and account ownership.
Ready to learn more?
MEMBERSHIP ALLIANCES
