Retirement Pass

Experience has shown us it is human nature to jump to the solution without truly identifying the problem. The same can be said when it comes to planning for retirement. Most people have an idea of what they want their retirement to look like, but they haven’t thoroughly evaluated how they will make it a reality. At NelsonCorp Wealth Management, our team will help you prioritize the four most common competing goals for retirement:earn more.

Current Spending

Unexpected Needs

Life Expectancy

Beneficiaries

We believe it is unrealistic to address these competing goals equally, and by prioritizing them, we can identify a strategy based on which objectives you prefer over the others. For example, are you more interested in building wealth to leave behind for your loved ones, or do you desire a reliable income that supports an active lifestyle? We will work together to identify what is most important to you and create a tailored strategy that will favor one objective over the others.

Once you have ordered your priorities, a framework is needed to organize and implement retirement planning decisions. Our process is implemented across four key areas of your financial life: income, taxes, investments, and inheritance. A strategy is then built using checklists, calculators, and simple rules.

As with any complex problem, it’s important to be adaptable. As your financial situation changes, your priorities might change as well. NelsonCorp Wealth Management will review your strategy annually to ensure that it is properly adapting to your needs and the ever-changing financial markets.

 

What will your life look like in retirement? Contact us today to learn more.