Enjoy the Lifestyle You Deserve With Wealth Management Services for Retirees

a grandpa and grandson walking down the beach

You’ve diligently saved and accumulated wealth from the start of your career. Now that you’re retired, you need to shift that perspective to get the most out of your savings.


Over 40 Years of Working in Wealth Management for Retirees

At BGM, our Minnesota-based accounting and advisory firm can help you maximize the money you worked so hard to save. The moment you start to smartly use your wealth, you start living the retirement you always wanted.

Our accounting services for retirees can help you with the following:

  • Help you assess your income and expenses in retirement
  • Maximize your Social Security benefits
  • Pick a viable asset allocation strategy based on risk and return
  • Implement tax-efficient methods to keep more of your money
  • Help you plan for your health care and long-term care
  • Design an estate plan to minimize taxes and enrich your legacy
  • Develop continuous charitable giving strategies


If you’re working toward retirement or are already retired, we can help you navigate your financial future. We’ll collaborate closely with you, building a plan to ensure you enter the next chapter of your life with confidence.

Together, we’ll build a financial plan designed to help you meet your retirement goals. You’ll receive financial, tax and investment strategies to help maximize your wealth, all gained through our 40-plus years of experience.

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant, wealth manager or tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With a Personal Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.