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© 2019 Advize Wealth Management PLLC. All Rights Reserved.

455 E. Eisenhower Pkwy

Suite 300

Ann Arbor, MI  48108

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COLIN'S COLUMN

SOON-TO-RETIRE

Making the leap into retirement is one of the biggest financial decisions of your life.

Our goal is to ensure that you are organized, prepared, and confident!

SERVICES

Through our comprehensive planning process, this high-touch service will involve:​

  • GOALS

    • When is the last time that you wrote down your goals and prioritized them? Let's make sure we know what success means to you! 

  • CASH FLOW

    • We will identify how much money you NEED per month to maintain your current life style and accomplish future goals.

  • INCOME SOURCES​

    • We will get updated projections and discuss all options for:​

      • Social Security ​(When should you start? Is it taxable?)

      • Pension (Which payout method is best?)

      • Annuity (Is this a good idea? What are your options?)

  • INVESTMENTS

    • We will build you a portfolio that is tailored to your needs, capacity for risk, and time horizon. 

  • TAXES

    • As we are develop your plan, we are always looking for ways to save you money on taxes and are happy to partner with your trusted CPA.  ​

  • PLAN DELIVERY

    • We will put together all the pieces of your plan, forecast them into the future, and have an honestly discussion about your trajectory. 

  • IMPLEMENTATION

    • We will work together to implement any recommendations we might have and continue to work with you as your plan and goals change.

READY TO RETIRE ON YOUR TERMS? 

The first step is to schedule a FREE 15-minute introductory call to see if we are a good fit to work together.