Wright Financial Group, LLC

Retirement Planning

Retirement Financial Planning

At Wright Financial Group, LLC, we work closely with our clients to provide you with retirement planning advice that gives you the best chance of achieving your long-term financial goals. Our retirement planning services include strategies that can help you:

  • Generate steady income in retirement
  • Minimize your exposure to market risk
  • Maximize your tax savings

What Are The Best Retirement Investment Plans?

Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement. To avoid that risk, it makes sense to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings so you can use it as a source of ongoing income.

Understand, this doesn’t mean that you can’t remain invested in the stock market as you near retirement. A certified specialist in retirement income can help you stay in the market with less risk by shifting your strategic investment focus from capital gains to stock dividends.

Spencer Georgetti

Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.

Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.

Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.