Financially Independent or Already Retired Looking for More Financial Security
Throughout the last few decades, a barrage of social, political, economic and medical situations have influenced the ability to buy and sell virtually all goods and services. Having experts like us at Simplified Wealth Management can help you mitigate risk, which impacts the sustainability of your capital throughout a successful retirement.
With our team of licensed attorneys and CPAs we provide an alternative analysis or a so-called “second look” of:
- Existing financial plans.
- Budgets.
- Detailed asset allocations.
- Performance reviews.
- Estate Plans.
- Taxes.
At times we see suitable plans already in place, but we also uncover plans which, mathematically, make little sense. We believe data drives decisions, and by collaborating upfront, we’ll help to solve for the right answers to the hard questions of financial security for today and tomorrow. If appropriate, our legal and accounting teams can review complex situations to help uncover better asset utilization strategies.
The Golden Years with Golden Financial Opportunities
“In the end, it’s not the years in your life that count. It’s the life in your years.” -Abraham Lincoln.
Our goal is to help our clients develop, build, retain, and harness their financial resources in order to live their best life; in other words, to live life as fully and completely as possible.
Financial opportunities create an environment where our clients both work hard and play hard. We actively seek out ways for you to afford the things that bring you joy, such as travel, time with loved ones, philanthropy, helping those less fortunate, or checking items off of your “bucket list.”
Perhaps it starts with the ability to sleep better just knowing you are being guided along a wondrous and exciting path. Let us be that guide on this journey.
Schedule a call with us today to get a financial planning wellness check!
Contact Us
Schedule a call today to see how we can help in your particular stage of life and situation.
Frequently Asked Questions
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There are many variations of passages of available, but the majority have suffered alteration in some form.
There are many variations of passages of available, but the majority have suffered alteration in some form.