We’ll  Show You How to Choose The Right ETFs for Retirement Income

We’re here to offer our support and expertise, providing valuable insights into historical returns, associated costs, and tax considerations.

Schedule a Free 30-minute Discovery Call to get professional help.

Choose The
Right ETFs for
Retirement Income

Six Strong Reasons to Add ETFs to Your Investment Portfolio

We’re here to offer our support and expertise, providing valuable insights into historical returns, associated costs, and tax considerations

How to Choose The Right ETFs for Your Retirement Income Portfolio

Simple Three-Steps Process

Our Retirement Investment Services

Expert analyses, customized strategies, and ongoing support

  • Investment Research and Advice

  • Risk assessment and Management

  • Portfolio Management

  • Asset Allocation

  • Income Generation Strategies

  • Retirement Planning

  • Financial planning

  • Tax optimization

Why Choose Palm Beach Private Wealth Management

Why Choose Palm Beach Private Wealth Management

Real Fiduciary Protection for Employers

We help protect your business from 401(k) fiduciary risks, compliance failures, and unnecessary plan costs — giving you peace of mind and time to focus on your business.

Personalized Retirement Guidance for Employees

We support your employees with education, personal advice, and easy-to-use resources to help them plan, save, and stay on track toward a strong retirement.

Seamless 401(k) Plan Management

We handle the day-to-day heavy lifting – from compliance paperwork to participant support — to simplify administration and improve the experience for you and your team.

Independent Advice You Can Trust

As independent fiduciaries, we act only in your best interest — no hidden fees, no conflicts of interest, just honest, objective advice for your business and your employees.

Schedule a Free 30-Minute Zoom Consultation

Direct Support From a Real Advisor. Not a Salesperson.

When you reach out, you’ll connect with Elena Samofalova — one of the lead advisors on a seasoned team of retirement strategists, compliance specialists, plan administrators, and investment professionals with over 30 years of combined experience. We work together to simplify your plan, reduce risk, and help your plan run smoothly.

You’re not getting routed to a sales rep or call center. Just professional guidance from someone who understands the challenges business owners face.

📞 Call or Text Elena
+1 (954) 400-3038
(Texting is often easiest — Elena will reply personally.)
📧 Email
elena@palmbeachpwm.com
📍 Office Address
103 SE 3rd Avenue, 10th Floor
Fort Lauderdale, Florida 33394

Contact Me Today

Elena Samofalova – Retirement Planning Specialist

Elena Samofalova

Investment Advisor / Retirement Strategist
CEO, Palm Beach Private Wealth Management

Helping small and mid-sized businesses reduce 401(k) risk, simplify compliance, and support their team with real guidance.

Retirement Income News and Articles

Retirement Income News and Articles