Having a plan during your retirement years is just as important as having one leading up to retirement. At CMC Wealth Management, we strive to create a secure, sustainable stream of income that will allow you to enjoy your retirement years, not worry about running out of money.

With decades of experience serving individuals and families in Lexington, our team understands that no two retirements are the same. Whether you’re five years from retirement or already enjoying your post-career lifestyle, we take the time to understand your goals, lifestyle needs, and legacy wishes—and build a plan tailored specifically to you.

Why Choose CMC Wealth Management?
Experienced Guidance: Our Certified Financial Planners (CFPs) have extensive experience navigating the complexities of retirement income, tax efficiency, and asset preservation.

Local Expertise: Based in Lexington, we know the local economy, cost of living, and unique retirement considerations that affect our community.

Personalized Strategies: From Social Security optimization to Required Minimum Distribution (RMD) planning, we craft strategies that support your financial independence throughout retirement.

Ongoing Support: Your retirement plan isn’t a one-time event—it’s a living strategy. We adjust your plan, as needed, based on market changes, life events, and evolving goals.

Our Retirement Planning Services Include:
Income Planning: Ensuring predictable, inflation-adjusted income for life

Investment Management: Balancing growth and risk to support your future

Tax Planning: Minimizing the impact of taxes on your retirement income

Estate and Legacy Planning: Helping you protect and transfer your wealth efficiently

Healthcare and Long-Term Care Planning: Preparing for rising healthcare costs and potential care needs

Let’s Build the Future You Deserve
Retirement should be a time of freedom, not financial stress. At CMC Wealth Management, we help Lexington-area residents turn uncertainty into confidence with proactive, experienced financial planning.

Schedule a Complimentary Consultation Today
Let’s sit down and talk about what retirement means to you—and how we can help make it everything you hope for.