Wealth management
 for retirees.

HOW YOU GET THERE MATTERS

Solutions tailored just for you.

At LiveWell, we specialize in helping retirees navigate the financial landscape of their golden years.

Our expertise supports you in managing pensions, retirement accounts, and investment strategies to maintain and grow your savings. We develop customized tax strategies designed to maximize your income and protect your legacy.

Our personalized approach aims to provide the clarity and confidence to manage your wealth effectively, with the goal of supporting a comfortable and secure retirement.

No investment strategy can assure a profit and does not protect against loss in declining markets.

Retiree Services at LiveWell

Wealth advisors provide comprehensive guidance across seven key financial planning disciplines - scaled to your personal complexity.

Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.

Why Choose LiveWell Capital?

Our approach includes a broad mix of asset classes—large cap, mid cap, small cap, international, and alternatives—to manage risk and optimize returns. Depending on portfolio size and other varying factors, such as time horizon and suitability, we may recommend mutual funds, ETFs, individual stocks, bonds, and occasionally private equity or other alternative investments*. The listed options are examples and can vary based on individual needs and circumstances.

*PRODUCTS AND SERVICES REFERENCED ARE OFFERED AND SOLD ONLY BY APPROPRIATELY APPOINTED AND LICENSED ENTITIES AND FINANCIAL ADVISORS AND PROFESSIONALS. NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL STATES AND NOT ALL NORTHWESTERN MUTUAL FINANCIAL ADVISORS OFFER ALTERNATIVE INVESTMENTS.

All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.

We adjust our allocation by overweighting or underweighting asset classes based on in-depth research, strategically shifting as market conditions evolve.

All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.

We implement tax-efficient strategies, placing tax-inefficient assets in tax-deferred accounts and low-tax investments in taxable accounts. Through tax loss harvesting, we can capture losses for future tax benefits while maintaining market exposure. Charitable giving and estate planning strategies can help minimize taxes, to help ensure more wealth stays with your family and supports causes you care about.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Our perspectives and updates.

10 Questions You Should Ask Before You Retire

by David Schimberg & LiveWell Capital

For those considering it in their near future, we believe these 10 key questions are an essential starting point.

A New Way to Think About Retirement

by Ben Beshear

Before I get into why I think retirement needs to be re-thought, it is worth looking at the history of retirement and how 65 became the established age as a societal norm in the first place.

5 Strategies That Will Keep You Calm During Volatile Markets

by Ben Beshear

"I don't know what's going to happen next." How is that for an unsettling statement from a financial advisor?

Good Financial Groundwork Takes Flexible Goals-Based Planning

by Brad Weeks

Clients come to an advisor with an idea of their ideal future and the advisor lays out the most efficient and effective plan to achieve the future. But what happens if a client doesn't know what future they want?