Complimentary 45-Minute Call

Retirement is closer than you think.
Are you ready?

Most people spend more time planning a vacation than they do planning retirement. If you're within 1–5 years of leaving work, one conversation can change everything. You'll leave with a clear picture and a real plan.

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Social Security Optimization
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Retirement Income Planning
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Medicare Strategy

Free Consultation

Schedule Your Retirement Clarity Call

No cost. No pressure. Just clarity.

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Consent & Agreements

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Takes 60 seconds • No commitment required

✓ Serving Pre-Retirees in the Kansas City Area
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✓ Investment Management, Tax & Estate Planning
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✓ Registered Investment Adviser
What We'll Cover on Your Call

Answers to the questions
keeping you up at night

Most people walk into retirement with 3 big unknowns still unresolved. Your Retirement Clarity Call tackles all three in 45 minutes.

01

When to Claim Social Security

Claiming too early can cost you tens of thousands of dollars over a lifetime. We'll show you the numbers for your specific situation so you know the right window to claim.

02

How to Replace Your Paycheck

Your savings are not a paycheck. We'll show you how to build a reliable income stream from your portfolio, Social Security, and any other sources you have. You get a clear monthly number you can count on.

03

Your Medicare Coverage Options

Medicare has more moving parts than most people realize. We'll walk through your options before your enrollment window opens so you pick the right plan from day one.

Jeb Graham, CEO & Managing Partner, Metcalf Partners Wealth Management
About Metcalf Partners

We specialize in the years that matter most

Jeb Graham, CEO & Managing Partner

The 5 years before retirement and the first 5 years after it are the most financially important of your life. Claiming Social Security too early, picking the wrong Medicare plan, drawing from your portfolio in the wrong order. Any one of those mistakes can follow you for 30 years.

Jeb Graham and the Metcalf Partners team have spent years helping pre-retirees in the greater Kansas City area build retirement plans that hold up. Not just in the good years. In all of them.

Their approach is comprehensive: investment management, Social Security optimization, Medicare strategy, tax planning, and estate planning. All under one roof. All built around your specific situation.

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    Serving pre-retirees with $750K to $5M in investable assets
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    Comprehensive retirement planning: income, Social Security, Medicare, taxes, and estate
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    Overland Park, KS, serving the greater Kansas City area
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    Registered Investment Adviser, fiduciary standard

Stop guessing.
Get a real plan.

Your Retirement Clarity Call is complimentary and no-commitment. You'll leave with a clear picture of where you stand and exactly what to do next.

Schedule Your Free Call

Takes 60 seconds to book • Complimentary 45-minute consultation