Unlock Your Financial
& Retirement Potential
Getting to Know You & Your Goals
Having an overall financial plan can determine your confidence with finances today and in the future when you face retirement. We can help you assess what you have and what you might need to meet your future goals and then put a plan in place to achieve those goals.
Developing a Plan
Once we understand your goals, risks, and your current financial situation, we start the process of developing your plan. While your plan may include many components, it’s all about answering one basic question: How do we get from your current status to your objective, with as little risk as possible? The actual plan itself will depend on your goals and needs. Some of the areas we may address could include:
- Savings Strategies
- Investment Management
- Insurance & Risk Protection
- Tax Management & Minimization
- Income Strategies for Retirement
- Estate & Legacy Planning
- Long-Term Care Funding
Our plans are comprehensive, and they’re guided by your unique concerns and objectives. We present and discuss the plan and tweak as needed with your input.
Implementing & Reviewing Your Plan
Once we’ve developed your financial plan, the next step is to put it into action. Again, the specific actions at this step depend on your unique plan.
At this stage, we may transfer investment accounts and reallocate them. We may work with you to put insurance and other risk management strategies in place. We may restructure assets to take advantage of tax opportunities.
There’s no end date on a financial plan. Just as your life changes, so to do your financial objectives and needs. Your tolerance for investment risk may change. Your family needs could change. Your dreams for retirement might change. It’s impossible to predict the future, which is why no financial plan can ever be considered permanent. We’ll meet regularly to review your plan and make adjustments as needed.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Ready to find out what’s possible in your life?
Interested in learning more about how we can help navigate the journey toward reaching your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22720 - 2023/2/24