Comprehensive Financial Services for Your Retirement Journey
At Global Wealth Management, we believe retirement planning should be simple, clear and empowering. Through our Retirement Roadmap Review process, our team of experienced professionals will craft a plan tailored to your unique goals. By integrating strategies designed to protect your assets, reduce risks, grow wealth and optimize your retirement income, we’ll help you move forward with confidence.
Comprehensive Financial Services for Your Retirement Journey
At Global Wealth Management, we believe retirement planning should be simple, clear and empowering. Through our Retirement Roadmap Review process, our team of experienced professionals will craft a plan tailored to your unique goals. By integrating strategies designed to protect your assets, reduce risks, grow wealth and optimize your retirement income, we’ll help you move forward with confidence.
Retirement Roadmap Review Process
Visualize your dream retirement and identify what truly matters most to you.
HOW?
Assess Current Financial Situation
Clarify Future Goals
Examine your current financial situation, diagnose your current portfolio and determine your retirement income needs.
HOW?
Risk Analysis
Cost Analysis
Tax Analysis
Income Analysis
Social Security Analysis
Annuity Analysis
Develop a custom strategy so you can take steps toward meeting your retirement goals.
HOW?
Income Plan
Investment Plan
Tax Plan
Health Care Plan
Legacy and Estate Plan
Discuss the details of constructing your retirement income plan and look to the future with confidence.
HOW?
Reiterate Structure of Plan
Reiterate Expectations
Review Accounts
Review Initial Statements and Website
Establish Regular Review Process
Implement Advanced Planning
Ready to Start Your Journey?
Explore how our financial services can simplify your retirement planning. Schedule a meeting today or attend one of our educational workshops to learn more about what we offer.