At Wealth Analytics, we help people reinvent retirement on their terms. Of course, this includes the numbers. As you prepare for retirement, you face a complex set of money and wealth management issues: tracking income and expenses, coordinating withdrawals from all resources, investing safely, and developing a strategy to make sure the money lasts.
But reinventing retirement is about more than the numbers. It’s about creating an amazing life, a life you’re passionate about, where your daily activities are fun, enriching and satisfying, where you finally have time for family, recreation, and health.
Wealth Analytics is an independently owned firm of fee-only financial advisors that provides you with professional financial analysis and advice with a bigger goal in mind: helping you redesign your life for the better. As fiduciary advisors, we are not affiliated with a brokerage firm, bank or an insurance company. We do not sell investment or insurance products.