Wealth Building and Retirement Plan Construction

Where will your retirement money come from? Most of us have a hodge-podge plan of Social Security, personal savings, and a few investments tucked away here or there. But wouldn’t you rather have a sound approach rather than banking on the advice of a blog post or magazine article?

Your retirement years could constitute 2, even 3 decades. That’s a long time to live without an income or financial plan. We want you to make the most of your golden years with a solid approach to your retirement.

You need a wealth building plan. Without it, you're taking a shot in the dark as to how your later years will turn out.

Our financial team at EverVest specializes in wealth building strategies and retirement plan construction.

First, we’ll start by taking a look at your dreams. Where do you want to be when you retire? What kind of lifestyle do you want? How much money would you like to live off of? And what, if anything, do you want to leave behind for your loved ones? Additionally, we’ll talk about your current life stage. Age, income, and expenses all play a part in the financial equation. The answers to these question will help us set goals for your earning years as well as determine how much you should be saving each year.

Second, we’ll look at your current wealth-increasers. This could include salary, side businesses, investments, real estate holdings, inheritances, and more. We’ll get them outlined in a blueprint showing you how each could be used to your maximum benefit. Based on your preferences, we’ll help you make the necessary changes to these assets, ensuring that your money is working for you.

And third, we’ll set a plan that you can follow to the golden era of retirement.

Young or old, don’t wait to start your retirement journey; let us help you get started today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.