Only 20% of women are ”very confident” they‘ll be able to retire comfortably*
Here’s How We’ll Change That:
Our Wealth Management Process
Get a complete review of your current financial situation.
Our team holds a discovery meeting with you to understand your retirement goals and address your concerns.
Our team performs a review and diagnostic of your current portfolio including risk analysis, cost analysis, income analysis, Social Security analysis and annuity analyzer.
Receive a personalized retirement plan for you including: an investment plan, income plan, tax plan, health care plan and estate plan.
Together we review your strategy again, reiterate expectations, and review accounts. We establish a regular review process and implement advanced planning.
Your Retirement Roadmap Review is now complete! Now we believe you will be better prepared to navigate what life sends your way.
Your documentation is organized in a folder with all your key financial papers.
Ready, set, GO! Once you engage our services, we are with you whenever you need us to help identify and address your financial concerns by providing you with timely, accurate and helpful information.
* TransAmerica Center for Retirement Studies. December 2020. “Retirement Security: A Compendium of Findings About U.S. Workers. 20th Annual Transamerica Retirement Survey of Workers.” https://transamericacenter.org/docs/default-source/retirement-survey-of-workers/tcrs2020_sr_20th_annual_compendium_of_workers_report.pdf#page=174. Accessed Feb. 10, 2021.
From living longer to being more likely to become caregivers, women face many unique retirement challenges. This video delivers a powerful reminder that women should invest in themselves today by planning well for tomorrow.