Is there something in your current plan you believe could be improved? Maybe you just want a review? I will show you your R2 Score, maybe that will give you a peace of mind.
The IFW Retirement Roadmap Experience allows us to dive deeper into reducing the risk to outliving your money by examining those risks and how to minimize them. Learn how a volatility buffer can protect your portfolio from the ups and downs of the market, to ensure you will never run out of money.
Planning a vacation? Chances are you spend more than an hour a year thinking about it.
Even if your retirement is a long way off, your future self will thank you if you give your plan more than an hour of attention a year.
Waze to Wealth can make your long-term financial plans less stressful by giving you the guidance and choices to optimize your assets.
Our roadmap process examines your current route and presents optimizing strategies for a more secure outcome.
Book a free strategy session to explore.
You know diversification is a good thing. How diversified are you? Is it solely in market types of investments. Or, in your financial map, do you have income producing assets in addition to stock market investments?
Will all your retirement income be taxed, or do you have non-taxable income planned? Just in case tax rates rise, right? For many taxes may be one of the biggest expenses in retirment. Perhaps a home you have is one of your big investments that you plan to cash in on. Waze To Wealth has helped our clients save hundreds of thousands of dollars in taxes. Let's talk!