Financial Services
Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.
Reimagine Your Retirement Route
The road to retirement should be paved with confidence. At Wealth Partners, Inc., we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.
The Roadmap to Retirement Process
You’ve spent a lifetime saving, and now it’s time to start your journey through retirement. You wouldn’t take an important trip without a map, so our 3-step Roadmap to Retirement process is here to guide you.
We’ll help you avoid potential road hazards — the risks you’ll face in retirement — and find a suitable route to your goals.
Explore
We’ll meet to understand your goals, dreams and current financial situation. We’ll share our philosophy and together determine if we’re a good fit.
Map
After examining your financial situation, retirement income needs and future goals, we’ll outline a strategy for you — your unique retirement roadmap.
Drive
Enjoy the freedom and confidence that come with knowing your goals and strategies are aligned. We’ll regularly monitor for any potential road hazards.
What Risks Could You Face?
Here are seven common risks we’ll help you navigate in retirement:
Americans are living longer, and none of us has a crystal ball to know how long our retirement will last. We help you take the long-term view when planning.
Inflation can quickly eat into the buying power of a dollar. We factor in this potential as we create your plan to help your income outpace inflation.
Potential market pullbacks can be more painful to your portfolio as you’re withdrawing money because you have fewer dollars and less time to recoup those losses.
You may have heard certain percentages touted as ideal for withdrawals in retirement, but it’s important to find a withdrawal rate that matches your specific situation.
Social Security offers multiple withdrawal options, and it’s important to understand these in the context of your larger financial plan. We can help you assess your timing.
As we age, our health care expenses tend to rise — and health care costs themselves are increasing each year. We’ll help you plan for unexpected medical expenses.
If you’ve got money in taxable vehicles like IRAs or 401(k)s, we can help you create a tax related investment strategy so you’re prepared as those taxes come due.
What Strategies Will We Use?
On the roadmap, we have a variety of tools to help you reach your destination.
Put Your Hard-Earned Assets to Work.
Our retirement income plans help you confidently answer the question we hear most often from those nearing or already in retirement: “Will I run out of money?”
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRAs
Preserve What Belongs
to You.
As you near retirement, you transition from the accumulation phase to the protection phase. We help you reduce the risks you’ll face in retirement.
- Asset Management Strategies
- Life Insurance
- Tax Related Investment Strategies
- Long-Term Care Plans
Provide for the People and Causes You Cherish.
You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy.
- IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts / Probate / Charitable Giving / Estate Planning / Tax Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.