Whether you're a few years away or already retired, the decisions you make now — when to claim Social Security, how to draw income, and how much risk to take — will shape the rest of your financial life.

At Meenes Wealth Partners, we work with pre-retirees and retirees who want clarity and confidence during this transition. Our flat-fee structure means our advice isn't tied to how much you have — it's built around what you need.

Most of our clients are navigating important decisions around taxes, income planning, and investment strategy. Jeffrey Meenes, CFP®, is based in Shrewsbury, Massachusetts and works with clients locally and virtually across the country.

If you're looking for thoughtful, long-term guidance, schedule an introductory call.