Services
Optimized Wealth and Retirement Planning
SERVICES
Optimized Wealth and Retirement Planning
Planning for retirement is an important time in your life where you should be asking yourself how much money you will need to live a comfortable life. With goal oriented guidance, you will learn the strategies that we can implement to help you live the comfortable financial life you desire.
Learn about the 4 stages of retirement: pre-retirement, early retirement, full retirement, final stage of retirement
Learn 5 important things to review and consider when planning for retirement:
- How to evaluate your financial picture to meet your lifestyle needs.
- How to regulate your cash distributions from present and future savings.
- How to plan ahead for Required Minimum Distributions (RMDs)
- How to plan your tax strategies sooner than later.
- How to review what you desire your beneficiaries to have thru estate planning.
Working with James Hewitt Financial as your Financial Strategist, we will educate, and give you a peace of mind to ensure your best interests now and in the future.