How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to five major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Taxes due in retirement
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
Wealth Management
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
Retirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Medicare 101
When it comes time to enroll into Medicare, it is critical to understand the options available to you and how to understand which option will work best for you.
Managing Taxes
When it comes managing your taxes, timing is key. Making the decision to roll over your 401k into an IRA is a delicate process and needs to be done with the correct time.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Life Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Lifestyle Planning
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Money Management
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Lifestyle Planning
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Money Management
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
While tax and legal and estate issues may be discussed in the general course of financial and investment planning, Simplicity Wealth does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
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