What Is Wealth Management?
So, what is wealth management, anyway? Basically, its the term we use to describe how we help our clients stay on track with their retirement plan. We don’t believe in selling a product and walking away. Instead, we have a fiduciary obligation to ensure our clients have someone actively reviewing their plan. With our wealth management services, protection is still the main focus. However, we can also help you find a balance between money you choose to keep in the market versus money that is safe from risk.
With so many choices, retirement can feel overwhelming. Thankfully, it doesn’t have to. First, we offer one-on-one consultations. You can meet with us, ask questions, and go over your current asset base. We’ll review the details together, listen to your goals, and help devise a plan.
In our discussion, we can cover topics such as:
- Rollovers and options for 401(k), IRA & more
- IRA strategies
- Tax-deferred and tax-free income options
- RMD information (Required Minimum Distributions)
- Analysis of retirement cash flow
- Plan for retirement lifetime income
- Options for beneficiaries
- Investing tactics in retirement
- Assessing your risk
- Retirement planning overall
- Individualized Q&A
- Longer-term retirement planning
- Matching your plan to your goals
On Your Terms
You deserve honest, direct, and active management of your retirement. That’s what our services are about. You’ll never feel alone when making financial decisions. Indeed, we’re here to answer your questions and walk with you. Reach out to attend an upcoming workshop. Or, if you prefer, call us to schedule an appointment. Let’s review your current retirement, and make sure you feel comfortable with where your money is. Your future and your goals matter to us. Let’s chat about the best management strategy for you.