RETIREMENT CHECK-UP

Do What You Love With
& For The People You Love

A team of advisors will walk you through our simple process to deliver a retirement plan you understand.

START THE PROCESS

Is planning for the future keeping you up at night?

The joy of doing what you love with those you love is often lost to the anxiety of planning and leaves you asking:

  • When can I retire?
  • How much money do I need to retire?
  • Will I be able to leave a legacy?
  • Would working longer be beneficial?
  • What will my lifestyle look like?
  • Can I survive on a fixed income?
START THE PROCESS

A Retirement Check-up will help you work out if you have enough money to retire and advise you on how to generate an income from your savings in the most tax-efficient way so you can achieve what's most important to you.

Working With Our Trusted Team Of Financial Advisors Is Simple

Listen to Understand

Unlike a roboadvisor or non-fiduciary, we take the time to consider your situation and offer advice that is specific to you.

Strategize for Success

We’ll help you figure out where you are, what the next steps are and when you’ll reach your milestones.

Review to Enhance

We'll meet regularly to review your investments, and keep you informed about how we're working to help you achieve your goals.

START THE PROCESS

Replace
Anxiety With Peace Of Mind

Community

Work with authentic people you trust and enjoy meeting with regularly.

Simplicity

Gain clarity of your financial situation as we create a plan and implementation roadmap to help you achieve your goals.

Peace of Mind

The confidence that you’ll get to do the things you love with the people you love and reassurance when faced with the unexpected.

Your Finances.
Your Future.
Our Guidance.

Planning for retirement alone can feel
daunting. And finding a trusted
advisor is even more difficult.

We understand and we’re committed
to helping you achieve what’s most
important to you.

START THE PROCESS

Take Our Quick Assessment

Not sure which program is right for you? Click the button below to take our quick assessment that will help you decide which service
is right for you.

TAKE ASSESSMENT

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. 

 

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

 

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