OUR VALUES AND SERVICES

Wealth Analytics 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.

Because Wealth 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.

At Wealth Analytics we help people reinvent retirement on their terms.

FINDING THE RIGHT ADVISOR

Developing an 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.

Most people 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 standard means.

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.