We understand the unique needs and challenges investors face who are about to retire or retired. Social Security timing as a portion of the income play is a key component to the structure your retirement income. How long your income will last, and which sources of income you should tap into first to minimize taxes and maximize income potential. Through comprehensive planning, Aligning Goals, we can develop a strategy that seeks to protect and grow your retirement assets.
An Aligned Goals financial plan can help develop such a plan. Reviewing your potential risk and developing an estate plan can help complete a financial plan that we design and implement. Coordinating our team as your Financial Director will maximize the total value of your developed plan. We'll work with your other advisors, estate lawyers, CPAs, to coordinate and execute plans you've designed to care for your family.
Retiring doesn't mean your plans are static. AG Wealth Advisors can review your present state of affairs and personalized your ongoing approach to financial wellness. Besides retiring comfortably, we help you remain comfortably retired. "Let's Plan On It!"
Contact us today to learn more about how we can help you enjoy the retirement you deserve.