Create a One Wealth Map
The accumulation phase of life is easier than the distribution phase. Just sock money away and watch it grow over the years. When you get to the distribution phase, there are critical decisions that have to be made.
Which accounts to take from first, when should you take Social Security, what amount of risk is appropriate, how to reduce income tax on Required Minimum Distributions, and more.
While many firms and companies promote to "get a financial plan done", most are just sales presentations masked as a financial plan. Now you can actually have an independent fiduciary use this powerful tool to sort out and compare different options and scenarios and give you the best choices. There is no perfect answer to any financial decision, only understanding the good and bad with each.
Now find out the truth about your financial security and ability to live the life you want.
Pick a goal and see if you are on track. It will take you about five minutes at most. When you're done, we will provision a new FREE Emoney account for you. It will take us about 24 business hours and then look for an email giving you your login. If for any reason you do not receive this in two days, please call our office at 844-702-1040
To start your investment plan, we just need to know a couple things about you:
