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WENDY "THE FINANCIAL LYON"

4 Steps To Retirement Success

SEE THE QUESTIONNAIRE BELOW TO SEE IF YOUR CURRENT FINANCIAL STRATEGY OFFERS ANY OF THESE BENEFITS. IF NOT, AND YOU WANT ONE THAT DOES, LET'S TALK.

What Income Do You Need/Want in Retirement, Both Required and Desired

We’ll identify your biggest concern(s) such as:
When can I retire?
I have assets, but I need cash!
I’m afraid I’ll run out of money before I run out of breath.

There are 2 types of income you need in retirement:

  • Expense income to cover monthly expenses, taxes, maintenance and repairs, and the unexpected, such as needing a car repair or a new roof on your house.
  • The other is lifetyle income to do the things you want to do and enjoy, such as traveling, buying that boat, going on a cruise, or whatever you’ve wanted to do but didn’t have the time!

What Is The Income Gap Between What You Have and what you want in the future

We’ll get to work to find financial vehicles that will get you to your desired income destination.

This can often be done without taking a penny out of your pocket, but simply by reallocating where your funds are and putting them into financial solutions that surpass what you wanted in retirement income.

Each strategy that will get you to – or even surpass (which happens routinely) – your retirement income goal will be explained in detail, along with supporting documentation, as to why it’s a great option for you and the many benefits it offers..

my team works to fill in that gap plus more to hedge against inflation

We’ll identify where your wealth is currently allocated, how it’s performing, what benefits it currently offers you, and get to work to fill that income gap.​

Perhaps your investments are placing a present or future tax burden on you that could be alleviated with a change in strategies.
We’ll go at your pace, allowing you plenty of time to think it over, discuss it, and meet again until you pass “the sleep test” and are ready to proceed.​

we implement the plan so you and yours can enjoy a happy, successful retirement!

Now that we’ve met and/or exceeded your expectations, all we need to do is implement the plan so you can relax knowing your future is even better than you imagined it could be.

​We are not a “one and done” team. We will review your financial situation every year, or more regularly if needed, to help ensure you remain in your optimal financial position now and in the years to come.

DO YOU CURRENTLY ENJOY THESE BENEFITS & GUARANTEES?

With all the choices and options of where to put your money these days, it can get quite confusing and overwhelming. Here’s a great way to narrow down what you’re looking to achieve with your hard-earned funds, and whether or not we’d be a good fit in growing your “financial garden” together.

IS DAVE RAMSEY ALWAYS RIGHT?

I’ve heard Dave tell his story. He was in a ton of debt and sought God and the Bible on how to get out of it. And that’s great. But does that make him an expert on all things financial? You decide.