Planning for retirement today is different than it used to be! Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable- it is essential to take more control of your financial future. At Mychals Wealth Management, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future.
No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Our staff consists of experienced professionals with a " hands" on approach to financial guidance.
No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Our staff consists of experienced professionals with a " hands" on approach to financial guidance.
Services
Andre's goals are to relieve the stress of uncertainty and expose his clients to an optimal financially protected way of retirement. He believes in providing personal services to his clients. This allows him the opportunity to develop a strategy that is designed for each individual's needs, allowing them to make an informed and educated decision.
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees. Are any of your retirement savings protected from the volatility of the stock market?
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution. Explain the importance of routinely verifying your Social Security statement earnings record for accuracy. Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
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