
Retirement Planning
Concerned about outliving your retirement savings? Explore a variety of retirement options designed to help you move from building your savings to safeguarding your wealth and creating a reliable income stream. These options can also address concerns such as financial security in retirement and alleviate the fear of outliving savings.
The Retirement Crisis And How We Can Help You
Retirement today comes with new challenges—longer lifespans, rising costs of living, and a greater reliance on personal savings. At Penny Lane Wealth Management, we help you build a strategy to ensure your income supports you well beyond your working years.
Do I have enough money to retire?
How much money will I need for my retirement?
How long will it last?

Navigating these questions can be overwhelming for anyone. That’s why having the right partner on your side is crucial. At Penny Lane, retirement is our specialty. We aim to be your trusted partner in Tacoma as you step into this significant phase of your life.
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Our goal is to develop the optimal plan tailored to your needs and goals, incorporating strategies such as tax-efficient retirement strategies, retirement income diversification, Social Security optimization, and healthcare and long-term care planning. To kick-start the process, we'll assist you in gathering all the necessary information as we collaborate to devise a strategy aligned with your objectives, including retirement plan rollovers.
Key Retirement Strategies We'll Help You Navigate
Retirement Income Strategies: Maximizing Your Savings
Social Security Optimization: Get the Most Out of Your Benefits
Planning for Healthcare and Long-term Care Needs
Choosing the Right Retirement Accounts for Your Goals
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What are your biggest financial goals as you approach retirement?
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What concerns you most about your financial future?
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Have any recent life changes made you rethink your retirement plans?
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Are your current investments aligned with your long-term retirement needs?
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What do you hope to achieve by working with a financial advisor, and what gaps do you see in your current plan?
We Are Dedicated to Your Financial Journey
Your first meeting with a Penny Lane Wealth Management advisor marks the start of a lasting partnership. We focus on a personalized approach to financial planning, ensuring you receive guidance tailored to your needs. Here’s what you can expect:
Book your free consultation today and take the first step toward a confident financial future.
Address
1804 W Union Ave, Suite 202, Tacoma, WA 98405
Contact
253-327-1177
Office Hours
Mon - Fri
9:00 am – 5:00 pm
You can also visit us; we'd love to meet you.