This isn’t your grandparents’ retirement plan! Retirement now takes many forms. Whether that means working some, or not at all, the most important element is being able to work on your own terms and live your best life with meaning. That means far more than just money. It’s about freely living your life with financial security. It’s about enjoying time well spent with those who matter most.

Who BWA Can Best Serve?

• People looking forward to retirement and wanting more clarity with mapping out their retirement journey.
• A person suddenly faced with a life event such as a divorce or death of a loved one.
• A soon-to-be retiree looking for retirement income and distribution planning.
• Retirees looking to manage their Social Security benefits more effectively.
• Someone needing an analysis of their current estate plan and wanting to educate the next generation. 

The BWA Approach

I am here to take the shame out of the finance game! BWA is a judgement free zone where you can address your concerns and hopes for the future with the confidence that you have an advocate
on your side. Together, we can build a retirement plan that prioritizes your current needs and future vision.

I will conduct an analysis of your current accounts to make sure they’re in line with your goals and risk
tolerance. I will then create a report that will address your current and future income needs to help you maintain the standard of living you want in retirement along with ways to maximize your social security benefits, if applicable. This is just one part of the process to achieving success with retirement planning.

To find out more information, schedule a no cost, no obligation, consultation!