Everybody has thought of retirement at some point. You've worked hard your whole life and you've saved what you could. You now have this nest egg and you need it to last for the rest of your life. People are living longer, healthcare costs are rising, taxes could rise, there's inflation and 30 years ago someone told you about the old 4% rule. The 4% rule is the premise that if you withdraw no more than 4% of the balance of your portfolio each year your assets will last for your lifetime. Many economists feel that the 4% rule is no longer realistic after the 2008 crash. Some people could see the "retirement finish line" but after 2008 they were forced to work longer.
We offer solutions that Protect our clients whether you are looking for solutions for your employees or for yourself. We can offer a better retirement package that fits the needs of today to offer your most valued assets, Your Employees.
At WDA we take special consideration of our clients needs and desires. We will create a personal "Retirement Scorecard" and present you with the solutions and an implementation plan based on our expert analysis.
How do I get my free Retirement Scorecard?
Simply schedule an appointment for your free consultation. We'll ask you several questions. Then we'll gather as a team to discuss and put your personal scorecard together. Finally, we'll call you for a second meeting to discuss our findings.