The journey to retirement is a long one, but with your focus on day to day life, retirement seems to arrive in the blink of an eye. When it’s time to enter this exciting new phase of your life, there are a new set of scenarios to think through.
We explore whether it’s the right time for you to begin a financially healthy retirement. It’s important to understand income sources, portfolio structure, social security, and other benefits in the context of the goals you have for your lifestyle and your children’s and grandchildren’s futures.
Whether you are establishing your financial roots, stretching your wealth to new heights, or thinking about a path for the next generation, we can be your guide.
Our methodology and innovative use of financial planning and investment technology inspires engaged, authentic conversations that lead to informed decisions. By pairing the right planning and investments with ongoing monitoring and adjustments, we can help you achieve your goals.
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 list for 2022, which ranks and recognizes the top-rated investment advisors in the country.
The list is based on a methodology developed by CNBC in partnership with data provider AccuPoint Solutions, taking into consideration data that’s culled from more than 39,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.
We’re sharing some of our process and tips to help you make one of the most important decisions of your life.
