Discover the Path to a SMART Retirement

Comprehensive Planning for Today's Retirees

Map your ideal retirement outcome.

Step 1 in our process is to gain clarity around your specific goals and what you want to accomplish in retirement.

Determine personal benchmarks.

Step 2 is to conduct a detailed assessment to determine where you are today compared to where you want to be.

Outline custom retirement blueprint.

Step 3 is to create your personal blueprint, using our proprietary Smart Retirement Blueprint™ process.

Break ground and lay plan foundation.

Step 4 is to begin plan implementation, focusing on your top priorities and establishing a 6 month runway to achieve your key wins.

The Elements of a Carefully Crafted Plan, Personalized to You

Establish clear targets and clarify the numbers needed to realize your ideal retirement.

Ensure permanent income and lifestyle protection, while safeguarding your loved ones.

Navigate healthcare needs, life changes, and the costs associated with confidence.

Optimize your investments to achieve your goals with less risk, taxes, and expenses.

Personalized strategies to mitigate the risks most likely to jeopardize the success of your retirement.

Proactive strategies to help you minimize your tax liability so you can keep more money in your pocket.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1897520 - 08/23

Call us at: (704) 275-2500