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Retirement Planning

Retirement planning does not happen by chance. It involves establishing sound, realistic retirement plans that includes income, expense, and investment allocation and portfolio management.

With respect to investments: We believe that securities and investment disciplines should withstand the test of time and be fundamentally sound at their core. In addition, investment management involves discussing and establishing downside protection disciplines especially in the reactive volatile markets of today.

Executing and adhering to retirement plans is the most important factor to long term success in achieving retirement goals that have been established.

Can You Meet Your Financial Goals?

If you don’t know the answer to this question, American Wealth Advisers can help. We have decades of experience helping people just like you address concerns like:

  • What age can I retire and how much can I spend?
  • When should I take Social Security?
  • How and when do I withdraw from my 401k or IRA?
  • What is a reasonable amount to spend on vacation/travel?
  • What is the best way to pass assets to our children/grandchildren?
  • How am I going to pay for Long-Term Care expenses?

Retirement Planner

We want to be your retirement planner.

Our retirement planning program is designed to work with you to develop a comprehensive Retirement Plan. As active retirement planners, we stay involved throughout the financial plan and use modern technology to help organize your entire financial life and help keep you on track. Retirement planning is about getting the money you need in retirement services from all accounts both qualified and non-qualified and into your hands. We are fee-based, with a fiduciary commitment to act in your best interest in the most constructive and tax-efficient manner. Financial Planning is also about choosing the right social security claiming strategy and/or maximizing any available pension benefits. Our goal is to provide you and your family with life-time income that will adjust for inflation and unexpected expenses. Our Financial Planners are positioned to assist you with proper retirement planning.

Many retirees will spend 20 to 30 years or more in retirement. It is important that your financial plans incorporate the current assets combined with your income sources be sufficient to meet your needs throughout your lifetime and perhaps the lifetime of a surviving spouse. If you are within 20 years of retirement, it makes sense to consider your financial needs during this phase of your life. Learn how retirement planning with American Wealth Advisers may be able to assist you with your retirement and social security benefits. Contact us to arrange a complimentary, no obligation 45-minute consultation.

Retirement Planning - American Wealth Advisers - Goodyear AZ