OUR VALUES AND SERVICES
is a Fee-Only investment management firm that specializes in developing financial plans for people who are transitioning
to retirement. We use the word “retirement” realizing that this word does not capture the full range of goals that
our clients want to pursue when they have achieved financial independence.
To most of our
clients retirement means that they plan on spending more
time doing what is most important to them. This may include more time spent with family members, more time travelling,
or starting a new business or career. Retirement for our clients is a time to explore their full potential.
Analytics is a Fee-Only financial planning firm, we can provide objective advice. We do not receive commissions
and we do not sell insurance products. We design financial plans based on our clients’ values and aspirations.
Analytics we help people reinvent retirement on their terms.
effective and safe retirement strategy is no easy task. Retirement planning requires both specialized financial
planning and an approach to investment management that is specifically structured to taking money out of your nest-egg.
There are many strategies that work well during a person’s wealth accumulation years, but very few that work during
a person’s draw-down years.
will need to work with an expert. However finding a real expert is challenging. Many large Wall Street institutions
are spending a great deal of money to convince you that they can help you navigate retirement successfully. However,
there is a difference between clever advertising and actually delivering high caliber retirement planning services.
We strongly suggest that you work with a firm that is held to a fiduciary standard of investment advice, such as
Wealth Analytics. Not every firm is held to this standard and we believe it is important to understand what this
Finding an advisor
who can provide retirement planning services tailored to your needs and priorities may be the most important financial
decision you will ever make. If you are retired or nearing retirement we invite you to contact Wealth Analytics
for an appointment to discuss our integrated
retirement planning services.