Wander Financial Services LLC

Description

Numerous studies have shown that most Americans, regardless of income category, do little to prepare or plan for retirement. Furthermore, they tend to have an unrealistic vision of the lifestyle they will be able to afford when the time comes. is dedicated to helping people successfully transition from their working years to retirement. Our goal is to equip our clients with the tools needed to achieve a financially secure lifestyle without the worry of outliving their money. The first step involves carefully listening and spending the necessary time to understand your goals and dreams. With a thorough financial history in hand, we then construct a customized report that addresses the likelihood of achieving your objectives. In doing so, we provide a "reality check" that allows you to know where you stand today in relation to your retirement vision. Among the areas we will explore are the following: How much income you will need in retirement to maintain your desired standard of living, factoring in both inflation and ever-increasing life expectancy. -Determining the various sources of income (i.e., social security, pension, 401k, real estate, etc.) that will fund your lifestyle. -Constructing a tax-efficient investment strategy to meet your objectives. -Establishing a sustainable withdrawal rate and monitoring it on an ongoing basis. If you are on track with your plan, you are likely to experience a sense of relief that you are on your way to achieving your retirement vision. If, on the other hand, there is a shortfall in your resources, we will work with you to make the necessary adjustments to enable you to move forward with your plan. Either way, as your " financial quarterback" and partner, we will be with you every step of the way, so you can relax and enjoy the financial security and peace of mind that you desire.

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