As you embark on the journey of this new stage in life, it is essential to adjust your financial plan accordingly. Our strategy design takes a holistic path. It’s a distinct atmosphere that brings its own unique set of obstacles, chances, and guidelines which are equally important. And we have the home field advantage with these solutions:
RETIRE HAPPY
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
As the baby boomer generation continues to age, the importance of long-term care planning increases significantly. To ensure you are able to sustain a healthy life, planning for potential expenses related to long-term care is essential. It is important to consider the best option for funding long-term care without compromising your retirement income.
Do you know your risk number?
Our 5-minute quiz provides an easier way to understand your risk tolerance. This will help you align your retirement portfolio with your investment goals and expectations. We believe this is one of the best technologies we use in our practice, and it helps give our clients the confidence to make more informed decisions about their investments.
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BEFORE MJ:
You’ve envisioned your retirement for decades. And while there may have been some haziness or blindspots before [or maybe you just couldn’t see it at all], with our guidance and custom planning, you’ll finally be able to see your retirement life the way it should be seen: clearly.
AFTER MJ:
Ride with the top down, let loose, and enjoy the retirement you earned. Retire Happy!
In 3 steps, you can have your custom designed retirement strategy.
We’ll be happy to chat with you on the phone – or come in and we’ll show you around our digs, then sit down over some coffee. This is when we get to know each other. We’ll determine if we’re a good fit for each other.
Now for the nitty-gritty. You tell us your dreams and goals, as well as the importance each one holds. This is when our designing to achieve your dream retirement plan begins.
We believe in custom, not retail. We deliver your tailored financial strategy to you and continue to propel you closer to your goals.
We’ll be happy to chat with you on the phone – or schedule a visit to come in and we’ll show you around our digs, then sit down over some coffee. This is when we get to know each other. We’ll determine if we’re a good fit for each other.
Now for the nitty-gritty. You tell us your dreams and goals, as well as the importance each one holds. This is when our designing to achieve your dream retirement plan begins.
We believe in custom, not retail. We deliver your tailored financial strategy to you and continue to propel you closer to your goals.
WATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY WEDNESDAY @ 12PM CST, ON KLFY TV10
CATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY MONDAY @ 12PM CST, ON KLFY TV10
