Only 42% of working-age women say they are confident they will have enough money to live off of in retirement.1
At Global Wealth Women, we believe all women should be able to live a comfortable, confident retirement. Using our Retirement Roadmap Review process, we’ll help you create a straightforward financial strategy customized to your unique situation and goals. Using a variety of insurance products and services, we’ll help protect what’s yours, reduce risk, grow your wealth and direct you toward financial independence.
Only 42% of working-age women say they are confident they will have enough money to live off of in retirement.1
At Global Wealth Women, we believe all women should be able to live a comfortable, confident retirement. Using our Retirement Roadmap Review process, we’ll help you create a straightforward financial strategy customized to your unique situation and goals. Using a variety of insurance products and services, we’ll help protect what’s yours, reduce risk, grow your wealth and direct you toward financial independence.
1 Andrew Warren, Jess McKay, Meghan Greene. Financial Health Network. July 14, 2022. “The Gender Gap in Financial Health.” https://finhealthnetwork.org/research/gender-gap-in-financial-health/. Accessed Jan. 30, 2023.
Retirement Roadmap Review Process
Imagine what your ideal retirement looks like and explore what’s important to you.
HOW?
Assess Current Financial Situation
Clarify Future Goals
Examine your current financial situation, diagnose your current portfolio and determine your retirement income needs.
HOW?
Risk Analysis
Cost Analysis
Tax Analysis
Income Analysis
Social Security Analysis
Annuity Analysis
Develop a custom strategy so you can take steps toward meeting your retirement goals.
HOW?
Income Plan
Investment Plan
Tax Plan
Health Care Plan
Legacy and Estate Plan
Discuss the details of constructing your retirement income plan and look to the future with confidence.
HOW?
Reiterate Structure of Plan
Reiterate Expectations
Review Accounts
Review Initial Statements and Website
Establish Regular Review Process
Implement Advanced Planning
Once your Retirement Roadmap Review is complete, you will be better prepared to navigate your financial future with confidence, but you won’t have to do it alone. We’ll establish a regular review process to ensure your personal plan continues to evolve as you do.
Live Retirement on Your Terms
Start the conversation today by scheduling a complimentary, no-obligation phone call or joining us for a retirement workshop.