Freedom To Enjoy Life's Rewards

When our clients are near, or already in retirement, they start to think about a whole new set of goals.  Part of how they define wealth is freedom.  They want to do what they want, when they want to do it, and they want to know all about how to transition from savings strategies to income strategies.

 Lifetime income and financial stability are achievable through goals-based planning and a change in investment strategy.  During your earning years, your investment strategy is focused on growth, and the reinvestment of income and dividends to build the largest nest egg possible.  During retirement, you need to identify and prioritize goals and desires, and implement an income strategy to make it happen.  Some goals important to our clients include:

  • Travel
  • Spending time with grandchildren
  • Supporting charitable causes, gifting and volunteerism
  • Purchasing a retirement or vacation home
  • Long-term care planning
  • Funding education accounts for grandchildren

Of course, your goals are unique to you, and our emphasis will be on goals-based financial planning to help you achieve them.  We'll help you create an investment approach more focused on stability, income and distributing savings.  For even more information about our approach to financial freedom contact us for a complimentary, no obligation consultation at (855) 786-9584, or email us at admin@ptmwealth.com.