untitled
|
|
|
INTEGRATED RETIREMENT PLANNING
Wealth Analytics' primary focus is working
with individuals approaching retirement. Typically, our clients have built successful careers and are interested
in making a predictable, safe transition into retirement.
In addition to designing investment portfolios that are suited to retirement Wealth Analytics works with clients
to co-ordinate the entire range of financial issues that come to the fore as they approach retirement.
Many of our clients think about retirement as a life stage that will allow them to spend more time
doing what they love best. They also want to pursue new adventures and explore their potential.
We believe that the best retirement planning is a conversation with our clients about what makes their lives more
satisfying.
We are always ready to listen. |
|
WEALTH MANAGEMENT
Our firm specializes in designing
draw-down investment portfolios that are suited to meeting the unique challenges of retirement planning.
Most investors do not realize that managing money in retirement requires a radically different approach than managing
money during their accumulation years. Wealth Analytics specializes in designing investment portfolios that can
meet our clients' income needs over several decades.
Investment planning decisions are based on a careful analysis of each client's risk profile and retirement goals.
Investment strategies rely on index funds and exchange traded funds (ETFs) whenever possible.
We believe that holding down the client's investment costs is one of the primary factors in creating successful,
long-term strategies. |
| |
|
|
|
PRINCIPALS OF THE FIRM
Troy Daum, Certified Financial Planner™
professional, founded Wealth Analytics in 1999. He has
more than twenty five years of experience in financial services and has played a visible role in building
the financial planning profession in San Diego. Troy Daum served as the first President, and is presently Chairman
Emeritus of the San Diego chapter of the Financial Planning Association.
Troy specializes in business succession planning and retirement income planning.
 Gordon Tudor, Certified Financial Planner™ professional,
became a
principal of Wealth Analytics in 2004. In addition to being a principal
of Wealth Analytics, he is the president of Strategic Asset
Management Group, LLC. Gordon founded SAMG in 1991 to provide fee-based retirement planning services to individuals
and corporations. He is a member of the Financial Planning Association of San Diego. Gordon specializes in the
design and management of 401(k) plans. |
|
| |
|
|
