Numo Financial Services for Retirees

As a retiree, your financial needs and goals have likely shifted from your working years. However, effective financial planning is still essential to ensure your retirement years are comfortable and secure. We can help you navigate the complexities of retirement income planning, identify strategies to maximize your retirement savings, and create a customized plan that meets your unique needs and priorities. Whether you’re looking to travel, pursue hobbies, or simply enjoy your golden years, we can help you achieve the retirement lifestyle you deserve.

Retirement Income Planning

Retirement income planning involves developing a financial strategy to ensure a steady income stream during your retirement years, including maximizing government benefits, using tax credits, and considering various investment options to generate a steady income stream.


Planning your estate can also help minimize taxes, reduce the burden on your loved ones, and ensure that your assets are distributed in a fair and efficient manner. By working with a us, we can create a comprehensive estate plan that aligns with your values and goals, provides for your loved ones, and ensures that your legacy is preserved.


Charitable Giving

Charitable giving is a meaningful way for retirees to support causes they care about while also potentially receiving tax benefits and leaving a lasting impact on their community and the world.

“For the last few years Brady Carpenter has been assisting me with planning my financial present and future. He is highly knowledgable, focused on what is best for me, and most importantly, he listens to what I want and helps me establish goals. Ever since Brady has been helping me, I have felt confident that I am maximizing my financial potential. I strongly recommend Brady’s services to anybody looking to plan for their financial future.”

– MM