The Benefits of Working with a Financial Planner

Retirement has significantly changed over the years. Today, investors are faced with the probability of living longer and enjoying more retirement years than previous generations. As a result, there is an increasing burden on individuals and families to ensure their assets last through their retirement. Planning for retirement is no longer an option; it is a formidable challenge.

At Fiduciary Wealth Management, we can help. We don’t expect our clients to be financial experts. Many of them don’t have the time or resources to stay up-to-date with the latest market changes or to manage their investments and financial strategies. Our seamless, proactive approach reduces worry and saves you time.

We understand the complications of retirement planning. Our goal is to help you avoid the common pitfalls people make and develop a comprehensive strategy that addresses your unique needs. Some questions we can help you navigate include:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
  • What kind of fees am I currently paying?