EXPERT RETIREMENT PLANNING THOSE AGED 50+
WITH A GOAL OF $1 MILLION+ IN RETIREMENT SAVINGS
Invest WYZELY | Lower Taxes | Optimize Income
QUESTIONS
You are 50+ years old with a goal of $1 million+ in retirement savings
But you still have questions about retirement…
- Can I meet my retirement goals?
- How much can I spend during retirement?
- How do I use my savings to replace my paycheck in a tax conscious way during retirement?
- How can I simplify my finances so I can focus my time and energy on what’s important to me?
OUR SERVICES
Strive for financial security and gain peace
of mind with an easy-to-understand, all-
encompassing retirement plan.
Our primary service offerings include:
Retirement planning
Transition into retirement confidently with a comprehensive plan that includes financial goal setting, progress tracking, and expert guidance from a trusted financial partner.
Investment Management
Craft an investment strategy that addresses your unique retirement considerations while managing risks that may affect your retirement savings and income, such as inflation, market volatility, and unexpected circumstances.
Tax Planning
Strategically manage your finances and cash flows to minimize tax liability and optimize tax benefits.
CLIENT SUCCESS STORIES
We are here to help people who want to save time, simplify their lives, and make WYZE financial decisions.
Have questions but all of my savings are in my 401(k) plan
Jeff, a 50 year old disciplined saver decided at age 33 that it was time for a career change. He was experiencing success in pharmaceutical sales but decided he wanted to pursue something more aligned with his interests and talents. Jeff’s career change required him to take a pay cut and move to a higher cost of living area. For a few years Jeff had to dip into savings to cover expenses until his income grew to a point where he could start saving again.
Time to sell the business
Mark and Janice recently received an offer they can’t refuse to purchase the home remodeling business they built together 30 years ago. The line of work was starting to take a physical toll on Mark so the offer was timely. Mark and Janice have three kids. One is still a dependent living at home and the others are married and doing well. Mark and Janice felt confident that they would pass some assets to their children but coming up with a specific goal was a low priority.
Preparing for retirement
Scott works for an insurance company and Melissa works as a middle school teacher. They have two kids that are both out of the house and financially independent. Scott and Melissa’s expenses have gone down now that their kids are out of the house so they are focused on accumulating wealth prior to retirement.
Recently retired
Dave and Cathy are no longer working, but not by choice. They decided a long time ago, after the birth of their third boy that Cathy would stay home with the kids and Dave would function as the primary earner by working to support the family. Dave was planning to work until he reached 65 so he didn’t have to buy private insurance before enrolling in Medicare. Unfortunately, Dave’s employer experienced difficulties during COVID which resulted in Dave and many others being let go.
About Us
An experienced team of professionals helping you navigate your retirement, investments, and taxes.
Whether you are still working or recently retired, creating a comprehensive retirement, investment, and tax plan can be overwhelming, but it doesn’t have to be. With our specialized knowledge, state-of-the-art tools, and over three decades of experience, we simplify the complexities of retirement, investment, and tax planning.
Our goal is to establish a strong, long-term connection with you so we can unlock the opportunities of your unique situation and give you confidence, peace of mind, and more time to do what you enjoy most.
NEXT STEP
Take the next step toward securing your financial future
Get to know us during an Introductory Call, giving you the opportunity to determine if we are the right fit for your retirement planning needs.
Our calls are always relaxed, informative and pressure free. If we cannot assist you, we will point you in the right direction. Guaranteed.
EDUCATION AND INSIGHTS
Podcasts and blog
Informational blogs
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Informational podcasts
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