The number one problem we try to solve for our clients is developing a plan to help mitigate risk in retirement. If you are ten years or less from retirement, we want to help you avoid such risks. We offer a complimentary 30-Minute Retirement Plan Review to learn about your goals and see if our company is the right fit for your retirement.
The information provided is used for the sole purpose of contacting you and will never be given to anyone outside of our four-person team. We take your privacy seriously. Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
The information provided is used for the sole purpose of contacting you and will never be given to anyone outside of our four-person team. We take your privacy seriously. Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Services
Unlike many financial services firms and brokers who focus solely on your money, we understand the real questions have more to do with how you want to live your life and how your money should support your ambitions. For that reason, we offer a dynamic process that integrates your financial resources with your vision of personal fulfillment and security.
We believe that five core areas need to be addressed to help you succeed in retirement: an income plan, an investment plan, a tax plan, a health care plan, and an estate plan. Our team focuses on finding the gaps in your plan and assisting you with creating a complete retirement plan. It's important that you're prudently advised when making retirement income planning decisions.
The death of a spouse is one of the most devastating events of a person's life. During this difficult time, do not make any major financial decisions right away. Allow yourself time to only deal with the emotions of your loss. Then, get 10 to 20 copies of your spouse's death certificate to document ownership changes.
No matter what tax bracket you're in, there's a good chance you're worried you'll outlive your savings in retirement-and for good reason. Life expectancy is longer, cost of living and medical expenses continue to rise, and current seniors are entering retirement with more debt than ever before. Thankfully there are proven retirement planning strategies you can use to protect your hard-earned wealth.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most. We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
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Terry Herderick
Oct 12, 2018
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