Retirement should be a time of excitement and joy as you prepare for the next phase of your life.
However, 60% of those nearing retirement do not have a plan for how much money they will spend each year in retirement or where that money will come from.
That’s where we come in. Our Four Steps to Your Retirement Success process places a strong emphasis on income planning — starting with understanding the intricacies of your unique financial situation.
Four Steps to Your Retirement Success is our process name, it does not promise or guarantee investment results or preservation of principal.
1 — Discovery
Our team gets to know you, and you get to know us during this mutual discovery meeting. We learn where you stand financially. You learn how we function.
2 — Analysis
We perform retirement income analysis, net worth statement and Social Security maximization reports. Based on our findings, we propose investment plan options that will best suit your needs.
3 — Action Plan
Together, we fine-tune your plan to create an income-generating retirement strategy that fits your lifestyle.
4 — Review
During regular reviews, we evaluate your progress and make necessary adjustments as your needs evolve to keep you on the path to retirement success.
Grow Your Income
Retirement Income Strategies
Grow Your Income
Wealth Management
Grow Your Income
Investments
Grow Your Income
IRA/401(k) Rollovers
Preserve Your Assets
Asset Protection Strategies
Preserve Your Assets
Life Insurance
Preserve Your Assets
Tax-Efficient
Strategies
Pass It On
IRA Legacy
Planning
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Insurance products are offered through the insurance business Altmeyer Financial Group. Altmeyer Financial Investments, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Altmeyer Financial Group are not subject to Investment Advisor requirements. AEWM and Altmeyer Financial Group are not affiliated companies.