RETIREMENT CHECKUP

Do what you love with
& for the people you love

The financial flexibility to pursue the things you’re passionate about with the people you care about.

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Is planning for the future keeping you up at night?

Our team of advisors can help you answer your most pressing questions:

  • 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?

A Retirement Checkup 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.

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

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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