To Help you Discover and Communicate Your Retirement Income Style
George Wealth Management introduces a new starting point for helping clients and people looking for a retirement income strategy that feels right to them.
Through years of experience we can take you through a series of questions and a guided process that is based on academic research where we can help you get clarity about your unique style to work toward creating retirement income.
Think of it as a counseling session between you and your retirement income plan. At the end of the session ( generally only 30 minutes of your time), you get a clear set of results defining how you would like to source your retirement income and planning strategy that may fit your preferences. This consultation can also help you decide on a retirement income plan that will feel right to you.
Why is that important?
While we believe everyone will benefit form this 30 minute consultation, generally this who will benefit most:
You've spent years, learning how to build wealth during your career, and at this point, you're probably pretty good at it. Yet, even after an entire career, retirement can feel so sudden. The consultation can begin building the skill of retirement.
There are so many "retirement strategies" out there. The consultation helps create a strategy for finding the one for you.
Often, advisors are giving you advice based on their style, not yours. The consultation defines your style so you can communicate it properly- and know when someone isn't steering you the right way.
Advisors are often STUCK in old thinking. They do not see the difference between accumulating assets and retirement income. The consultation helps you recognize the change in approach that is needed.
During our visit we will ask you questions that can help you understand how you are wired to create retirement income. This process works to help give you clarity and confidence about your financial future. This consultation can help make sure your starting point feels comfortable to you so you can spend time enjoying retirement and doing what you want to do. If your starting point is not aligned to your style, your income plan could keep you from having the retirement you have dreamed about. You have spent the last 30 years accumulating, don't you think it makes sense to spend 30 minutes to get clarity on what your retirement income style looks like.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."