Peace of Mind (noun) definition: the absence of mental stress or anxiety. We talk about peace of mind a lot on our blog, it’s time we dig into exactly what we mean. While reaching your retirement goals can take focus and dedication, we don’t think it should be stressful or cause you to feel anxious.
By providing the proper support and knowledge to make confident financial decisions, we help people like you navigate their way closer to, into, and through retirement.
Overcome The Anxious Feelings You Have About Retirement
The great unknown and feelings of uncertainty are common concerns of pre-retirees. Will my money last? Will I be able to travel? What if I end up in a nursing home? Can I help my child through college? While there’s no crystal ball, we can help you gain confidence in how long your money will last and implement safeguards to overcome your specific concerns.
Some retirement planning services simply generate a report showing an estimate of how much money you’ll have when you retire. They may tell you what you can expect from Social Security and touch on retirement budgeting, but this information simply isn’t enough with so many layers left untouched. That’s not how we operate at Integrated Wealth Management. While we’ll certainly talk numbers, we take the time to get to know you. When we know our clients, we understand what their dream retirement life looks like, and what their unique concerns are, allowing us to create a completely customized retirement plan.
This is why we’re more than portfolio managers. We bring compassion to the table, we make decisions aligned with your goals, and no commissions are steering our decisions. It’s about covering your financial needs, continuing to grow your assets, and preserving your wealth to positively impact the next generation. Hand over your stress, we’re here to do the heavy lifting.
Our Wealth Management Process
Have you hesitated to reach out to a financial advisor about retirement? Knowing what to expect can put your mind at ease. That’s why at Integrated Wealth Management we’ve created a 7-step process that we’re happy to share. We want you to feel confident in reaching out to us knowing you won’t be bombarded with sales pressure. Our process allows us to both validate we’re right for each other before moving forward.
We start by simply getting to know each other and getting acquainted. This allows us to share more details regarding our services and for us to learn about you and your goals. Then, we want you to sleep on it, we don’t want you to make quick decisions or leave questions left unanswered.
From there, if you believe our services are right for you, we dig in and get organized. Your financial planner will build a plan and guide you through implementation and monitor your progress into the future.
While it may seem simple, our process has proven to build strong relationships built on trust and compassion.
Start Planning Your Retirement Today
Take a look back at the italicized questions in this blog — are you stewing over these same questions? If so, it’s time to take action. You deserve to have a clear path forward as you navigate your remaining working years leading to retirement.
When you have a trusted confidant on your retirement team, your questions will be answered, you’ll feel empowered when making important financial decisions, and you’ll have a plan that brings you confidence. This is how we can help you pave the path to peace of mind.
About Integrated Wealth Management
Integrated Wealth Management is owned by Burt Hutchinson, CPA, CFP®. We’re a CPA-led organization, meaning we’re here to handle your complex tax scenarios and provide cost-saving insight related to your financial plan.
We’re here to guide you through the 3 stages of retirement:
Uncertainty Stage: When you are within 10 years of retirement and have questions about how to make it work
Stability Stage: When you have reached the financial milestone to retire comfortably and confidently
Reflection Stage: When you are looking to leave a legacy
We are also here to provide experienced, empathetic support during times of loss, such as the death of a life partner. You need confidence and a sense of security to enjoy retirement. As fiduciaries with a fee-only structure, we never receive commissions. Free of ulterior motives, you can be sure we’re focused on your goals.
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Disclosure Statement:
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax, or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website,Past performance is not a guarantee of future results.