OUR SERVICES
Retirement Planning
We work with clients to formulate a retirement plan that meets your unique goals.
The process starts with discussing your retirement goals. Do your plans include travel, relocation, or enhancing your home? Whatever your objectives are, our goal is to develop a plan that allows you to enter retirement without the worry that you might run out of money.
We will work with you to identify your needs, wants and wishes, and then help you gather information about the resources you currently have. Once we have that information, we are able to forecast what you can reasonably expect to accumulate before you retire. Finally, we crunch the numbers and consider options to start you on your way to a fulfilling retirement, including:
Current resources - your net worth, retirement income and asset allocation
Overview of your recommended plan
Results and recommended changes to meet your goals
Access to MoneyGuidePro, an online tool that allows you to input different financial scenarios and see the result
Retirement planning is an ongoing process. Your River Wealth advisor is available to meet with you on an ongoing basis to review your plan and determine if you have significant changes that would require you to make adjustments.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit River Wealth Advisors (“RWAs”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. RWA will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.