fbpx

Financial Planning

At Wealth Analytics, our goal is to help you create the most enjoyable stage of your life’s journey.

Think about the last time you went on vacation. You probably had a set destination and plan for how you’d get there. Maybe you had a budget and even an itinerary of activities and places to visit. You probably wouldn’t think about going on a trip without some kind of plan in place.

However, many people manage their financial strategy without a plan. A comprehensive financial plan serves as a guide for your financial journey. You can use your financial plan to make informed decisions about:

  • Retirement Planning
  • Risk Management
  • Investing
  • Estate Planning
  • Taxes
  • And much more

Do you have a comprehensive financial plan? If so, how do you know you’re on track to reach your destination? At Wealth Analytics, we can help you develop and implement a custom plan to reach your goals. Let’s connect soon and start the conversation.

Retirement Planning
IF RETIREMENT IS A JOURNEY,

Where Are You?

I'm not retiring yet.

Help me plan for the future!

I want to retire now.

Help me get a plan in place!

I'm already retired.

Help me plan to make my money last!

Hourly Financial Planning

Select one of the three life stages above for details on how our elite San Diego retirement planning firm can help you at any point in your life.

Besides that, understand that we offer hourly planning with our team of financial mentors and planners. The cost of hourly planning is $250 an hour with a 2 hour minimum. Whatever your specific needs are, we look forward to working with you!

Our retirement planning services at Wealth Analytics involve the following considerations:

Building a Model

of expected expenses and income in retirement

Evaluating Strategies

for taking Social Security

Determining Sustainable Withdrawal

from the entire portfolio of investments and meeting IRA required minimum distributions

Coordinating Financial Resources

such as investments, pensions, 401k retirement plans, IRA’s, and savings accounts

Analyzing

the need for long-term care insurance

Monitoring

and updating the plan as needed

It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.– Mitch Anthony, Author of The New Retirementality

Start Your Journey!

With our fee-only financial planners.