Plan

PLAN

While we take a comprehensive approach to financial planning, for most of our clients, their primary focus is retirement. Some people don’t like the word retirement, so let’s call it what it is--your “work-optional” years. Whether you have a fixed date in mind or want to maximize your options down the road, we have the experience and tools to help you put in place a smart plan for a secure retirement AND help you achieve all your other important goals as well.

Planning Process

The road to successful and comfortable retirement years requires a plan that doesn’t just present itself. It requires a specific map to make sure we know where we’re going and what it takes to get us there at the time we desire. We call this your MoneyMap.

It starts with a comprehensive appraisal of where you are now – including financially, as well as personal satisfaction and circumstance. Then we work to create a plan using the right tools to meet your goals, including setting conservative return assumptions on your investments. We also factor in up and down markets, as well as the potential impact of inflation.

Once your plan is in place, we regularly monitor it, to make sure it keeps pace with your life and circumstances.

Take the Next Step

Whether you are just starting out, nearing retirement, or already there, we have the experience, insights, and solutions to help you achieve your most important goals. Contact us today to schedule your initial consultation and see how the Henry Wealth Team can make a real difference for you and your family.

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