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1540 International Parkway, Suite 2000, Lake Mary, FL 32746

407-536-5322
larry@nordmannwealth.com
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About Nordmann Wealth Management | Retirement Planning in Lake Mary, FL

Our Core Values

At Nordmann Wealth Management, we help individuals and families in Central Florida make confident financial decisions before and during retirement. Our office is located in Lake Mary, and our work is focused on the communities we know best: Lake Mary, Sanford, Longwood, Altamonte Springs, Apopka, Orange City, Deltona, DeLand, and the surrounding areas of Seminole, Orange, and Volusia Counties.

Our Primary Purpose

Our primary focus is retirement transition planning. Many of our clients come to us when they are within a few years of retirement and asking important questions: Can I afford to stop working? When should I claim Social Security? How should I turn retirement savings into monthly income? What will taxes look like after my paycheck stops? How will Medicare fit into my overall plan? How do I protect what I have built and eventually pass wealth to the next generation?

Client Centered

Those questions are deeply personal. Retirement is not simply a mathematical calculation. It is a major life transition. After decades of receiving a regular paycheck, it can feel intimidating to rely on Social Security, pensions, investment income, and retirement account withdrawals. Our job is to help simplify that transition and give you a clear, organized path forward.

Our approach

Financial planning and investment management are about much more than numbers. They are about people, families, choices, tradeoffs, and peace of mind. Every client’s situation is different, so we take a consultative approach rather than trying to force a one-size-fits-all solution.

We help clients understand where they stand today, what retirement could look like, and what decisions may improve their long-term outcome. That may include retirement income planning, tax-sensitive withdrawal strategies, portfolio management, Social Security timing, Medicare planning, beneficiary reviews, estate planning coordination, and ongoing financial guidance as life changes.

We do not charge separate fees for financial planning and our strong preference is to work as a fee-based, fiduciary advisor to our clients.  That allows the planning work and investment management relationship to be integrated into one ongoing advisory process.

Who we serve best

We work with a range of clients, including business owners and younger families building wealth, but our strongest fit is often with pre-retirees and retirees. These clients usually have meaningful retirement account balances, complex income choices, and a strong need for coordinated planning.

If you are approaching retirement, already retired, or trying to determine whether you are ready to make the transition, Nordmann Wealth Management can help you organize the moving parts and build a plan designed around your life.

Local, personal guidance

We are intentionally local. We focus on our Central Florida trade area because we believe relationships matter. Many clients prefer a financial advisor who understands the local community, is available for in-person conversations, and can help coordinate with local tax, legal, and professional relationships when appropriate.

If you are looking for retirement planning in Lake Mary, Sanford, Longwood, Altamonte Springs, Apopka, Orange City, Deltona, DeLand, or the greater Orlando area, we would welcome the opportunity to speak with you.

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