Broker Check

Retirement Planning

Preparing for retirement involves a number of decisions, many of which can have a major impact on your ability to enjoy the retirement lifestyle of which you’ve always dreamed. However, with comprehensive planning and the help of a financial advisor, you’ll be better positioned to enjoy a comfortable retirement.

At Motz Wealth Management, we can help guide you through the retirement planning process and lead you toward a path of financial wellness. Our retirement planning services include both pre-retirement and in-retirement solutions.

Pre-retirement services help you:

  • Determine your retirement income goals
  • Evaluate your current retirement savings plan
  • Analyze your retirement savings portfolio
  • Discuss related financial issues, such as debt reduction or paying for a child’s college education
  • Evaluate all employer-provided executive compensation plans

In-retirement services help you manage the transition to retirement. As you enjoy your retirement, we help you with a range of financial issues, including:

  • Retirement plan distributions
  • Investments
  • Cash flow management
  • Debt Management
  • Estate planning
  • Insurance needs and risk management
  • Tax questions

With our retirement planning services, you’ll receive:

  • One complimentary consultation
  • A comprehensive and customized financial plan
  • One meeting to discuss plan recommendations and answer any questions you may have
  • Implementation of the plan
  • Regular portfolio reviews (quarterly, semi-annually or annually)

The professionals at Motz Wealth Management are here to provide compassionate, balanced advice that will help you enjoy your retirement. Contact us today to schedule your complimentary consultation.

Learn more about our Retirement Financial Planning package.