The goal of the financial planning is not to burden you with data collection, nor to overwhelm you with details. It is to identify concrete courses of action so that you can achieve your goals.
When you leave the workforce and retire, your focus will be to replace your wage with other sources of income. At Capital Wealth Managers, we design a way specifically to attend you and your needs.
At Capital Wealth Managers we give you the opportunity to -
Set up a meeting of one hour or less to meet with one of our advisors;
Evaluate our staff and services;
Allow us to determine if we can bring value to your situation
Capital Wealth Managers planning process encourages -
Agreement to work together with us, exploring the financial implications of the various scenarios;
Allow us to identify the information that you need to gather for analysis - assets and sources of income, as well as your expenses and reserves needed to manage potential risks.
For you to think about in this new phase of your life, and for you to consider –
- Would you like to finally help your family
- Where would you like to live?
- Would you like to spend more time with your children or grandchildren
- When do you want to partially or fully retire