Retirement can be a time to explore new possibilities; slow down and fully enjoy the life you imagined during your working years; or it can be a bit of both.
Strategic Wealth Partners focuses on helping individuals and their families navigate the retirement planning process by asking the right questions to uncover your needs and desires.
Retirement Solutions include:
- 401(k) – By far the most common employer-sponsored retirement plan is the 401(k) plan. We work with the employer to find the right sponsor that fits their needs. We will guide them through the process of choosing the right plan, helping them set it up, and work with the employees through the transition
- IRA – An Individual Retirement Account (IRA) is a type of savings account that is designed to help you save for retirement and offers many tax advantages. There are two different types of IRAs: Traditional and ROTH. We will help you decifer which one is best for you.
Our comprehensive retirement strategies will help you prepare for, transition to, and enjoy retirement. No matter where you are in your life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. While striving to build wealth, we help you prioritize savings and optimize your investment strategy aiming to protect and grow your wealth.