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 to retire or want to maximize your options down the road, HWM has the experience and tools to help you achieve your goals.
The road to successful and comfortable retirement years requires 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 – both financially as well as personal satisfaction and circumstance. Then we work to design a plan using the right financial tools to meet your goals, as well as setting expectations for future factors such as inflation and returns on investments.