Retirement isn't just a date — it's a decade of critical decisions.

Meenes Wealth Partners is a fee-only financial planning and wealth management firm helping pre-retirees and retirees navigate the critical transition years surrounding retirement. Founded by Jeffrey Meenes, CFP®, we serve as a fiduciary — legally obligated to act in our clients' best interest.

We operate on a complexity-based, flat-fee structure. Instead of basing fees on a percentage of your assets under management, each client relationship is priced based on the actual planning work involved. This means our advice is built around what you need, not how much you have.

Whether you're a few years from retirement or already there, the decisions you make now — when to claim Social Security, how to draw income, how to manage taxes, and how much risk to carry — will shape the rest of your financial life.

Services include retirement income planning, tax optimization, Roth conversion strategies, Social Security timing, investment management, estate planning, and risk and insurance planning.

To learn more, visit meeneswealthpartners.com

Meenes Wealth Partners

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