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It all starts with what do you want to accomplish in retirement.

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What lifestyle do you want to live?

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Have you accumulated enough assets to do what you want?

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What can cause you to run out of money or concerns you currently?

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If something happened to you—how would that impact your loved ones financially and how would they receive your assets/estate?

Once you know what you want to accomplish, we’ll work with you to turn the savings you worked for throughout your career into income producing investments. We’ll start by asking you these questions:

  • How much income do you need every month for your expenses?

  • Are you taking your income in the best way possible to reduce your taxes?

  • When we have another market correction, recession and/or depression how is that going to affect your lifestyle and stress level?

  • How much income do you need every month/year for your lifestyle? Think about your travel, renovations to your home, spoiling your grandkids, etc…

Here’s how I work with you to develop your retirement income, we’ll look at your:

  • Social Security Benefits

  • 401(k)

  • Investments (Including Dividends)

  • Other Retirement Options

Also included with working with us, we’ll look at other key areas of retirement you should think through including:

  • Advanced Tax Planning

  • Healthcare Planning

  • Estate Planning

  • Alternative Investments

A Florida retirement should be built for what you want to accomplish.

MAGGARD WEALTH MANAGEMENT

Maggard Wealth Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

Having Schwab act as custodian for client assets provides us access to a wide range of services that help us
serve our clients.

With our Florida Retirement Review,
we’ll make sure you will know what to expect in retirement:

  • A smooth Stress Free Transition into retirement

  • Strategic Plan to look at your everyday needs and lifestyle wants evaluated

  • A fiduciary financial advisor - Your investments are regulated to do what’s in your best interest

  • A knowing of where you're going to pull your monthly income from

  • A strategic plan to have your lifestyle met.

  • Independent Choices - Being an independent firm means you get more options to choose from

Yes I want a Complimentary Florida Retirement Review

No cost review of your FL retirement.