Financial Network - Maclean Wealth Planning 5000 Bridgeport Way W, Tacoma, WA98467 How to gain confidence in your retirement.
A great way to start is by getting your financial house in order and…More establishing priorities for your budget and investment decisions. Having a trusted Advisor answer your questions and guide you through the process can ad clarity and purpose to your retirement and investment goals.
Over the last 28 years, I've been helping people solve financial problems and I specialize in working with people who are approaching or have recently entered retirement. (About 5 years on one side or the other) Transitioning to the "Officially Retired", can be an exciting time with the anticipation of travel adventures and extended visits with friends and family. But proper planning is essential to avoid the many tax traps and pitfalls that can result from improper planning. Simply changing investments in your company plan or a rollover without proper planning are just some of the decisions that can have significant tax consequences, you can’t undo.
This is where I can help. The majority of my clients have managed to save a respectable amount toward their retirement goals and need help converting those assets into a reliable, consistent income stream that will last throughout their lifetime. When possible, leaving something of a legacy to foster future generations.