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We take a different approach to the financial planning process. Instead of the steps you most often work through with a financial advisor, we help you work through your biggest questions and create solutions to prepare you for a stable and healthy financial future and reduce financial anxiety in the present.

Understanding your current lifestyle.

Understanding your current lifestyle.

What is your income? What expenses do you have? Where are the gaps in your current financial planning approach? What do you feel under-prepared for? What are your “pie in the sky” dreams? How are the effects of taxes impeding your investment goals?

When

Can I realistically retire?

What

Are my risks during retirement?

How

Can I ensure my retirement won’t outlast my savings and income?

Which

Tax strategies offer the most savings?

What

Are some ways I can acquire more income

Where

Should I invest my money?

Which

Account should I draw retirement income from first?

Will

I have enough to retire and when I want to?

Am

I paying too much in taxes?

What

If long-term care and unforeseen medical expenses derail my retirement savings and income plans?

Will

My money last if I live too long?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@swwealthadvisors.com | 415-781-8887