Retirement Planning For Your Financial Freedom
We are a fiduciary financial advisor team that helps you create a comprehensive financial plan and investment strategy for a meaningful and secure retirement
Retirement Planning from Wealth Analytics
IF RETIREMENT IS A JOURNEY,
Where Are You?
How We’re Different
What we don't do
- We don’t sell annuities
- We don’t sell life insurance
- No private investments
- No proprietary company product
- We are not a broker-dealer
- We don’t have an 800 number or a call center
- We don’t have sales managers or sales goals
What we do
- Financial Mentors – We educate our clients about financial planning, investments, creating a monthly paycheck in retirement, estate planning, Social Security, Medicare, stock options, charitable giving, and college planning
- Fees – As a fiduciary advisor, we work with you on an agreed-upon fee for service. You will know exactly what your costs are and how well your accounts are performing. Iť’s that simple.
- Knowledge – A well-versed background as a CFP, Certified Financial Planner, to review your complex financial picture and implement a simplified plan for your personal goals.
- Investments – We follow Modern Portfolio Theory, which is an investment diversification strategy. Harry Markowitz introduced MPT in a 1952 essay at the University of Chicago and was later awarded the Nobel Prize in Economics in 1990 for that same theory.
- Fiduciaries – We have taken a fiduciary oath to put your interests first. We are advocates for your financial well-being.
- Registered Investment Advisor (RIA) – We are registered with the SEC and have a fiduciary obligation to our clients. Meaning we have a fundamental duty to always and only provide investment advice that is in our clients’ best interest.
- Contact – We have a direct phone number, email, in person or virtual meetings, and chat online
- Custodians – Online accounts with our trusted custodians at Charles Schwab and Pershing, with a personalized sign-on through our portal
- Communication – We send out a monthly newsletter and blog to keep you up to date on our progress and current financial topics
- Time – Most importantly, we have the time to spend with you as a specialized investment firm; we take great care in our work, and love what we do!
Preparing for retirement is not automatic.
You need an experienced advisor who specializes in your exact situation, with systems in place to make your plan work.Start Here
DON’T LET ANOTHER DAY GO BY.
It's your life. It's your story.
It's your time.
It’s your time to be financially independent. It’s your time to live the life you’ve worked for. It’s your time to do the things you’ve always wanted to do. Financial planning with Wealth Analytics will help you get there.
Ready for a fresh start or a second opinion on your money - let's talk!Start Here