Who We Serve

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Professionals or Business Owners Planning for Retirement

Are You Looking For More Than A Cookie-Cutter, One-Size-Fits-All Financial Planning Approach?

You may be planning on a retirement with sufficient income to maintain your standard of living for the rest of your life.
Also, you would like to provide a meaningful legacy for your loved ones.
In addition, you are seeking a way to manage risk in your portfolio so that you can retire when you want to.

Who Are You?

You may be like David, a business owner, or you may be a partner in a law firm in your 60s with a wife and grown children. Your yearly income is $250,000 or more. You have retirement assets of over $750,000 in addition to $500,000 or more in cash, bonds and mutual funds. Perhaps you have real estate investments in addition to your family home.

With the recent downturn your investment accounts may have declined significantly, and since 1999 your investments have been treading water. You are concerned about saving enough for retirement, which will begin in about 5 years.

How Can WealthGuard, LLC Help?

The business owners and professionals we work with most often need to:

  • Craft their portfolios using Nobel prize winning strategies that are designed to adapt to economic realities and help preserve and grow their wealth,
  • Determine if the level of their life insurance is sufficient  to provide their loved ones with replacement income in the event they are no longer around to run the business,
  • Determine what other gaps in personal and commercial risk management exist,
  • Design an exit strategy on their own terms,
  • Determine what asset protection strategies are available to protect their assets,
  • Engage an estate planning attorney to develop their tax & expense-minimizing estate plan. Ensure that the estate plan is consistent with their retirement and other financial plans and that their hard-earned wealth is transferred to their heirs in a way they want.
  • Stress-test their investment portfolios for unforeseen risks, or
  • Meet with a long-term care, health and disability specialist to determine an optimal solution to protect retirement assets from unexpected, yet ever rising expenses.
  • We then prioritize their needs, analyze the options for cost and effectiveness, and implement the agreed upon solutions as a team.

What is Next?

Discover custom financial planning and implementation from a Certified Financial Planner™ and become more at ease with your future. Please call us at (203)222-0404 or contact us here for a WealthScan Review™.

 

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