How? We provide you with a range of fee-only financial planning and investment management services:
Watch: Reinventing Retirement
At Wealth Analytics our goal is to help you create the most enjoyable stage of your life’s journey.
We specialize in helping people who have worked hard all their lives transition to retirement. Are you financially ready for a life where work is optional? What kind of lifestyle can you afford, and how can you make the most of your hard-won nest egg?
Planning Retirement Includes:
- Building a model of expected expenses and income in retirement
- Coordinating all of the client’s financial resources, including but not limited to investments, pensions, 401k retirement plans, IRA’s, and savings accounts
- Determining a sustainable rate of withdrawal from the entire portfolio of investments and meeting IRA required minimum distributions
- Evaluating strategies for taking Social Security
- Analyzing the need for long-term care insurance
- Monitoring and updating the plan as needed
It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.Mitch Anthony - Author of The New Retirementality