Fiduciary retirement planning for retirees and pre-retirees with $500,000+ to invest
Independent financial planning focused on retirement income, tax planning, and long-term investment management — delivered virtually to clients nationwide.
Who We Help
Good Life Wealth Management helps retirees and pre-retirees with $500,000 to $5 million in investable assets.
Fiduciary Care
We provide independent, objective solutions for retirement income, tax planning, and investment management needs.
Experience
Since 2004, Scott Stratton CFP(R), CFA has been focused on helping families make the transition from work to retirement.
Focused Planning for the Retirement Transition
Retirement introduces a different set of financial decisions — how to generate income from savings, how to manage taxes over time, and how to align investments with long-term goals rather than accumulation. Our work is centered on helping retirees and pre-retirees make informed, coordinated decisions across these areas, with planning designed for the years before and throughout retirement.
Retirement Income Planning
How savings, Social Security, and other income sources fit together over time — with attention to sustainability and flexibility.
Link: 👉 /retirement-income-planning/
Tax Planning
Ongoing tax-aware planning to help clients understand how withdrawals, required distributions, and account types interact over retirement.
Link: 👉 /tax-planning/
Investment Management
Portfolio management aligned with retirement goals, cash flow needs, and long-term planning considerations.
Link: 👉 /our-investment-process/
