• Outcomes matter.         Trust is earned.

    Outcomes matter.
    Trust is earned.

Retirement Planning

When properly planned for, reaching retirement can be a wonderful milestone with endless possibilities. Regardless of your level of wealth, a methodical and measured approach to preserving your assets and investing appropriately is vital to ensuring that you will achieve your retirement goals and meet your future lifestyle objectives.

Depending on your current life stage and when, and in what fashion, you hope to retire, BWC can employ a number of strategies in keeping with your time horizon and risk tolerance. There are three key issues to consider:

  • How much will you need? —Generally accepted wisdom dictates that you should plan to accumulate 70 to 90 percent of your pre-retirement income for each year of retirement
  • How well prepared are you? —An evaluation should include your employer-sponsored retirement plans, IRAs, pensions and any other assets or resources you have
  • Is your investment strategy sufficient to meet or exceed your targets? —Your portfolio should be dynamic enough to keep pace with evolving financial markets, tax laws and the economic environment, as well as changes in your personal life

Are you on track to achieve your retirement objectives?

A BWC planning professional can assess your retirement readiness for no cost or obligation.

Let's Get Acquainted

We offer a complimentary introductory meeting to describe our services
and to see if our services are right for you.