WHAT IS IT
The Women & Income Plan helps women live comfortably in retirement without fear of running out of money by addressing the unique needs encountered when planning for retirement. It does so by developing a plan that focuses on sourcing income to meet spending goals for as long as retirement lasts and providing answers to many critical questions about retirement.
wai_promo.mp4 from David Macchia on Vimeo.
wai_promo.mp4 from David Macchia on Vimeo.
WHO THIS SERVICE IS FOR
Best suited for female retirees close to or in retirement seeking an A to Z solution for paying for the costs of retirement that encompass ongoing investment and retirement income plan management, tax preparation, and tax planning.
WHAT'S INCLUDED
We'll design a Personalized Analysis, a comprehensive retirement plan, tailored to your needs to show your objectives, investing strategy, monthly income with year-by-year projections, your Social Security and/or pension benefits, and any legacy objectives you may have. In other words, a path to follow for creating genuine financial security in retirement.
We don't hand you the Personalized Analysis and send you on your way. That would be negligent. We'll provide full implementation and support through retirement to ensure financial security.
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Year-round, on-demand investment, retirement, and tax planning support
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In-person and online annual reviews
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A personalized analysis to articulate a roadmap to enhance retirement financial security
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A customized retirement income plan to show your spending objectives, income streams, year-over-year income projections, investing strategy, and legacy objectives
Portfolio Construction
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Investment planning, portfolio design, review, and optimization
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Investment selection and implementation
Portfolio Management
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Multi-Account Rebalancing
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Reporting
Tax planning to reduce tax liabilities and increase after-tax income
Federal return preparation, review, and submission
OUR PROMISE
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You will receive a formal plan that reflects your personal financial objectives.
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The plan will explain how your income will be created.
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It will reflect any wishes you have regarding your children, grandchildren or charities.
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We'll recommend only those investments that reflect your personal goals and values.
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Your plan will provide a base of secure monthly income that will be there for you even if investments don't grow.
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You will have a firm that will truly listen to you and have a vested interest in your retirement.
HOW WE WORK WITH CLIENTS
WHAT IT COSTS
