Wealth Management for Retirees
Retirees: nearing retirement or already retired
As a pre-retiree or retiree, you’ve worked hard to provide the best for your family. Your family is the center of your life and you want to ensure that you have the time to watch them grow and achieve their own successes. Now, your focus shifts to taking care of yourself and your spouse so you can achieve your lifetime of independence through retirement. By retiring on your own terms and enjoying the fruits of your lifetime of hard work.
We have observed those retirees who are proactive and put together a roadmap are much more successful at achieving a retirement of financial independence. Through planning our retirees achieve an ease-of-mind by creating actionable steps that layout the path to take in preparation for their successful retirement; an income-taking strategy that works to minimize taxes and provides the model for a lifetime of income.
We are wealth advisors for a group of people, about 5 to 10 years from retirement or already retired, who among other things, aspire to a work-optional lifestyle. They want to sleep well at night knowing they can face the future with anticipation instead of apprehension.
We’ve developed and refined a process for our clients that puts all the pieces of their financial puzzle together as their life unfolds and their needs evolve. We call our proprietary process The LifeMap FORMula™.