Susan J. Pye, CFP, RICP, CDFA

CERTIFIED FINANCIAL PLANNER™

Nearing Retirement



With your retirement years approaching, your wealth plan must be adjusted to protect your hard-earned assets.  We will help put the strategies in place to provide you with the retirement income you need. As you prepare and become retirement ready, we can help you answer questions such as:

How should I transition my retirement savings plan into a retirement income plan?

What options are available to protect the income I need to cover essential expenses?

How should I adjust my investment strategy as I approach retirement?

Can I reduce the effects of market volatility as I approach retirement?

How do I incorporate the effects of inflation on my retirement spending needs?

What are the options and decisions I need to make around Social Security, Medicare, pensions, distribution options from employer sponsored retirement plans and IRAs?

What healthcare and long-term care insurance options do I need in place to protect my income, assets and lifestyle?

How do I build out my estate plan to protect assets and help transition my estate smoothly?




Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (FL, MA, ME, NH, SC). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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