Whether you're three years from retirement or three years into it, the decisions you make right now — around withdrawals, tax strategy, Social Security timing, and portfolio structure — will shape your financial life for decades.

Meenes Wealth Partners provides comprehensive, flat-fee financial planning and investment management for pre-retirees and retirees. Our complexity-based flat fee does not increase with your assets — eliminating the inherent conflict of traditional AUM pricing models. Jeffrey Meenes, CFP®, works with clients locally in the Shrewsbury and greater Worcester area and virtually nationwide.

We typically work with households approaching or in retirement who are navigating complex financial decisions — including tax planning, Social Security timing, portfolio management, and sustainable retirement income strategies.

Schedule an initial, complimentary, and confidential conversation today