The day you enter retirement can be one of life's greatest moments. No more work, no more commutes... and no more paycheck. Most of it is nice, with the exception of not having the consistent, reliable income from your paycheck that you have relied on for the past 30 or so years. Retirement should be great, but it is critical you have a viable plan before you enter into it.
If you've already made the transition, it is equally important that you have professional help to review your plan, and if you don't already have a plan and you've already retired, we can certainly help you create one. An experienced professional advisor can help ensure that you can meet your goals, while also helping you to avoid unexpected surprises down the road. Let's face it: once you're done working, you want to enjoy the years ahead. You don't want to be forced back to work because you didn't plan well enough for your retirement.
Wealth Trac Financial has helped thousands of people make a worry-free transition into retirement. Our advisors are among the most knowledgeable personal planners in the entire financial planning industry. We provide one-on-one counseling, create personalized plans to accommodate you, and we can make your life much simpler when it comes to such a difficult task.
There are no money trees or magical financial formulas. We don't reinvent the wheel; we simply keep everything simple and help it to turn smoothly. The way we do this better than others is by educating you and leaving you in control of your money. Few investors are ever put in a position to have this luxury, as most are limited strictly to the company with which the advisor is affiliated. At Wealth Trac Financial, our independent advisors can operate with no limitations, no quotas, no outside pressures, and no "cookie cutter" portfolios. And the real winner of this is you! You get the best investments from the finest companies combined with solid fundamental advice and common sense.