Retirement Planning

Whether retirement is decades down the road, right around the corner, or you are actively retired, you probably have many questions about how to maintain your lifestyle.

Retirement planning is a harmonious blend of art and science that empowers you to envision and secure a fulfilling future. The art lies in crafting personalized strategies that reflect individual aspirations, dreams, and lifestyle preferences. Simultaneously, the science aspect involves rigorous analysis of financial data, risk assessment, and growth projections to create a robust and sustainable retirement portfolio. This powerful combination provides you with the confidence to embrace retirement with certainty, knowing your financial goals are meticulously aligned with your unique life journey.

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It’s in our DNA

Just like DNA is the blueprint for life, our firm’s essence lies in nurturing the growth of our clients’ financial assets. We take pride in crafting tailored strategies that align with their unique goals, risk tolerance, and aspirations. From wealth accumulation to legacy planning, our experience spans a broad spectrum with the goal of fostering a flourishing financial future.

Where do you see your
retirement taking you?

Where do you see your
retirement taking you?

Where do you see your
retirement taking you?

Where do you see your
retirement taking you?

Design the Retirement of Your Dreams

Share Your Vision

We believe in a holistic approach to retirement and what truly matters to you beyond monetary gains. Tell us about your life’s passions, your family dynamics, and the plans you have been dreaming of.

Your Tailored Plan

From holistic stress testing to Monte Carlo simulations, our dynamic software helps us analyze the feasibility of maintaining your lifestyle during retirement. The plan encompasses aspects, such as social security optimization, healthcare costs, inheritance, tax planning, and lifetime protection strategies. Our results-driven plan aligns predictable income with your desired lifestyle.

Receive Trusted Guidance

With an experienced team, including CERTIFIED FINANCIAL PLANNER™ professionals and our Advanced Planning Team, we will visually illustrate your income distribution strategies so that we keep you on track toward the retirement you envision.

Enjoy Your Retirement

Your dreams are at the heart of our mission. Together, we’ll help ensure your retirement is a rewarding journey, tailored to your unique aspirations so you get to savor the benefits of a well-planned future.

I learned a lot about the process of planning for our future and our financial plan was professionally presented. I could see where our assets and income will come from to finance our retirement and what important actions need to be taken for the plan to be a success.
The statement was provided on 12/17/22 by V.G & C.L. who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Gary and the WAM team went beyond offering investment advice by truly getting to know our family. This friendship truly enabled the WAM team to personalize our navigation through our working years and now into retirement. Consequently, we have met and exceeded our financial goals, we are living our best dreams, and we are secure in our vision for our latter years. Thank you, Gary and WAM!
The statement was provided 1/26/23 by M.S. & J.S who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We didn’t have all of the pieces put together in a clear picture until our engagement. Now we have a clear plan and a path to success.
The statement was provided on 12/16/22 by J.S. and A.S. who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Brian, Matt and the entire team were very patient and responsive. I feel like they really took the time to know me, my priorities, and my goals. This is exactly the type of relationship with a financial advising team that I was hoping to build.
The statement was provided on 12/15/22 by C.N. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Related Services

Estate & Trust Planning

At its core, estate planning goes beyond the distribution of assets after one’s passing and minimizing tax liabilities – it provides a framework to safeguard your legacy and helps ensure your wishes are respected.

Estate & Trust Planning

Charitable Giving

Charitable giving is about seamlessly aligning your philanthropic goals with your financial strategy to create a meaningful and lasting impact for the causes you hold dear.

Charitable Giving

Net Worth & Cash Reserves

Prioritizing your net worth and cash reserves is fundamental in managing your financial well-being and achieving a balanced approach between your immediate needs and future goals.

Net Worth & Cash Reserves

Health & Insurance Planning

Health and insurance planning is the foundation of your comprehensive financial plan. Our strategy helps secure adequate insurance coverage while protecting against unexpected medical expenses, income loss, or premature death.

Health & Insurance Planning