For much of your life, providing for your loved ones and working hard to meet your financial obligations has been your main priority. Now, as you move into retirement, you may well have an additional set of goals.
Spending more time with your family could become your top priority. Or maybe you’re looking to fulfil a dream to travel the world and go to those places you’ve never had time to see before now.
You might not be ready to sit back and relax just yet, and have a new venture on the horizon.
However you’re planning to spend your retirement, Timewise Capital Solutions is here to make sure that whatever your priority, we’ll help you achieve your goals.
Share your story, clarify your values, identify goals and dreams, discuss concerns, and provide statements.
Perform risk assessment, evaluate fees and risk, stress-test current portfolio, identify potential pitfalls, uncover opportunities, share our approach, decide if we’re a good fit, transfer existing assets, and review current plan.
Structure retirement income, optimize social security, utilize tax efficient solutions, develop an investment strategy, and Plan for long term-care.
Financial progress report, updated account summary, review new accounts, setup online access, set review frequency, identify missing pieces, and establish an ongoing relationship.