Attention Boomers!
Want to Retire But Not Sure You Can Afford It?
We Can Help With That!
Attention Boomers!
Want to Retire But Not Sure You Can Afford It?
We Can Help With That!
"An investment in knowledge, pays the best dividends."
- Benjamin Franklin
You May Be Able to Retire Sooner, While Maximizing Your Income, and While Using a Plan to Help Ensure You Don’t Run Out of Money
If you’re considering retirement anytime soon, (or perhaps are already enjoying your Golden Years), you may be wondering how to help ensure your income and assets last as long as you do.
We’re here to help answer that question for you, as well as any others you may have. While there are many decisions to make to help ensure the optimal retirement plan, you don’t have to make them alone. We’ve helped hundreds of retirees make the transition into retirement, allowing them to focus on the things that matter most while minimizing the stressors and unknowns when it comes to managing your income plan.
You May Be Able to Retire Sooner, While Maximizing Your Income, and While Using a Plan to Help Ensure You Don’t Run Out of Money
If you’re considering retirement anytime soon, (or perhaps are already enjoying your Golden Years), you may be wondering how to help ensure your income and assets last as long as you do.
We’re here to help answer that question for you, as well as any others you may have. While there are many decisions to make to help ensure the optimal retirement plan, you don’t have to make them alone. We’ve helped hundreds of retirees make the transition into retirement, allowing them to focus on the things that matter most while minimizing the stressors and unknowns when it comes to managing your income plan.
During Your Strategy Session You’ll Learn:
What Every Retiree Should Know About Creating an Income They Cannot Outlive
Strategies to Help Ensure You Get the Maximum Social Security Benefit Possible
Strategies to Structure Your Portfolio to Generate the Maximum Amount of Income While Minimizing Your Investment Risk
Strategies to Determine How Much Income You’ll Need in Retirement… and Where it Will Come From
Strategies to Help Ensure That Your Purchasing Power Keeps Up With Inflation in Today's Low-Interest Rate Environment
Strategies to Construct a Retirement Plan That’s Your Spouse Can Manage in the Event of Your Death
During Your Strategy Session You’ll Learn:
What Every Retiree Should Know About Creating an Income They Cannot Outlive
Strategies to Help Ensure You Get the Maximum Social Security Benefit Possible
Strategies to Structure Your Portfolio to Generate the Maximum Amount of Income While Minimizing Your Investment Risk
Strategies to Determine How Much Income You’ll Need in Retirement… and Where it Will Come From
Strategies to Help Ensure That Your Purchasing Power Keeps Up With Inflation in Today's Low-Interest Rate Environment
Strategies to Construct a Retirement Plan That’s Your Spouse Can Manage in the Event of Your Death
Our Retirement Planning Process
During your complimentary strategy session, we will take the time to learn about you, your financial goals, and what you hope to achieve in retirement. We will also take the time to listen and answer any questions you may have.
Retirement Vision
Retirement means something different to just about every client we work with. What matters, is what retirement means to YOU. In the first stage of the retirement planning process we will take the time to explore what’s important to you in retirement, as in our experience, it’s usually what’s beneath the financial decisions that’s most important.
Retirement Preparedness Analysis
The first step in getting to your ultimate destination is to first determine where you are today. In the second phase of our retirement planning process, we will take the time to review your current financial position to help ensure we understand where you are today and how you got there, before making any recommendations as to what might make sense moving forward.
Strategic Planning
During the Strategic Planning stage of our process, we will begin to explore together various strategies for helping you get from where you are today, to where you ultimately want to be in retirement. We will also take the time to answer your specific questions regarding each strategy proposed to ensure you have the information you need to make informed decisions.
Implementation
While the implementation of various strategies identified in the strategic planning phase are never implemented in the first meeting, once we have decided which strategies could be of most help to you specifically, we will work with you to help implement those strategies to work toward your desired outcomes.
Process Review
And lastly, at the end of this meeting we will have a good idea of what our relationship might look like moving forward and we’ll also discuss the different levels of implementation and maintenance that we offer.
Schedule Your Strategy Session Today!
You’ve Worked Hard to Enjoy Your Retirement…
Let Us Help Make Sure You Do
Schedule Your Strategy Session Today!
Copyright 2019 | The Wehrly Group | All Rights Reserved
Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.
The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.