Services for Retirees

Retiring or Planning to Retire Soon?

You’ve been working hard and saving your entire career and now retirement is in sight. The idea of spending more time doing what you enjoy most is becoming more and more appealing. But … retirement is a major life and financial transition. You want to live life to the full but how can you be sure you will be able to fund your lifestyle when life involves a measure of uncertainty?

How do you bring everything together and generate an income for life once the paycheck(s) stop?

It is a great question and one that deserves serious consideration. Evans Wealth Management specializes in helping individuals and couples define and realize their desired lifestyle in retirement.

Some of my clients’ primary desires include the following:

  • Living a comfortable lifestyle in retirement while
    • Enjoying new experiences
    • Supporting causes important to them
    • Helping family members achieve their full potential
  • Funding a long-term care stay
  • Maximizing their social security income
  • Minimizing taxes
  • Leaving a financial legacy to children/grandchildren

Will you outlive your money?

Bringing it all together to fund the next 30 years of your life regardless of what life or the markets bring isn’t something to walk into blindly. EWM brings the expertise and experience that places the probabilities of success in your favor.

Worry less, live more

As your personal CFO, we take the worry away by developing a detailed plan to achieve those objectives important to you. A typical engagement could include the following:

  • Retirement income planning
  • Retirement goal setting and plan development
  • Portfolio stress-testing
  • Optimized social security income claiming strategy
  • Tax / Insurance / Philanthropic planning
  • Tax-efficient withdrawal strategies
  • Portfolio designed to balance growth with wealth preservation
  • Estate planning / Gifting / Beneficiary designation review

 

With your desired lifestyle funded, you have the freedom to enjoy life without fear, worry or doubt. In total, our process provides the guidance and structure necessary for a graceful transition.

Discover how Evans Wealth Management can help you live your desired lifestyle all the days of your retirement. Call us today at 770 828 8303.

Wealth is the ability to fully experience life.
Henry David Thoreau

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Call Us: 770 828 8303
Email: admin@evanswealthmanagement.com

6340 Sugarloaf Parkway, Suite 200
Duluth, GA  30097