FOR RETIREES WITH $1M+ IN INVESTABLE ASSETS

The 3 Dangerous Retirement Blind Spots Even Wealthy Retirees Overlook

How To Avoid Unnecessary Taxes, Costly Income Mistakes, and Risks That Could Threaten the Wealth You Leave Behind.

Jos Worrell discussing financial planning with a client

Meet Jos Worrell,
MBA, CFP®, CWS®

Founder, Grove Wealth Solutions

With over 20 years of experience advising high-net-worth individuals, families, and entrepreneurs, Jos Worrell helps clients navigate complex financial decisions through coordinated wealth management and tax-efficient planning strategies.

His approach goes beyond investment performance alone, considering how retirement income, investment decisions, taxes, and wealth protection work together to support each client's broader financial goals.

CERTIFIED FINANCIAL PLANNER™ | CERTIFIED WEALTH STRATEGIST® | MBA

Is This Retirement Complexity Review Right for You?

This Retirement Review May Be Right for You If...

  • You've accumulated $1 million or more in investable assets.
  • You're already retired or planning to retire within the next five years.
  • You want to make more informed decisions about your retirement income, investments, taxes, and estate plan.
  • You want confidence that the different pieces of your financial plan are working together — whether your situation is simple or complex.

Frequently Asked Questions

You've Worked Hard to Build Your Wealth. Make Sure Your Retirement Strategy Is Working Just as Hard.

Schedule a Retirement Complexity Review to discuss how your retirement income, investments, taxes, and wealth protection decisions fit together.