For TPMG Physicians

Ready for Retirement?

Wes age 58, has been a TPMG OB/GYN physician for 28 years. He says, "I know that I can retire at age 60 with no actuarial reduction in my pension, but should I?"

He has lots of concerns and is wondering:

  • "Will I have enough assets to retire at age 60 and meet my family's needs for 25 to 30 years of retirement?"
  • "When I retire I know I will have the responsibility of managing the assets that have been in my 401(k) and deferred compensation plans. How can I be sure I am making good decisions with those assets?"
  • "How will I convert assets to income when I retire?"
  • "What is my best approach to asset allocation?"
  • "Is there a way to keep my retirement income stable even in volatile markets?
  • "Now more than ever, I may need a trusted advisor. How do I find the right financial advisor for me and my family?"
  • "What will I do with my time if I retire at age 60?"
  • "The practice of medicine has given me purpose, meaning, relationships and the day-to-day structure of my life. How will I replace these when I retire?"

Wes's questions indicate that he may be as concerned about finding meaning and purpose in retirement as he is about the financial aspects of retirement. By integrating TPMG's rich benefit package with our personalized planning process, retiring at age 60 becomes an exciting and viable option.

Wes and his wife Laura can come into our office to take advantage of our free Second Opinion Service. We will spend a good hour and a half with them in our discovery meeting learning about their values, goals, important relationships, resources, other advisors, interests, etc. In short, we will want to know everything that is important to them. With this information in hand, we will prepare a written investment plan to help them maximize the likelihood of achieving their retirement goals.

If they decide to work with us to implement their investment plan, we would create a wealth management plan that systematically addresses their needs, opportunities and risks related to wealth management, enhancement, transfer, protection and charitable giving. Through regular recurring meetings over the course of the following two years, in collaboration with their other advisors, we will monitor, review and adjust their plans as circumstances may indicate.

The Desired Outcome: Enjoying a Meaningful Retirement

Now, with the confidence and clarity that good planning can bring, Wes and Laura can enjoy a meaningful and satisfying retirement fully aligned with the values they have been passionate about throughout their adult lives.

Call us to see how we can make a difference in your life at 916.858.1111 or send an email to Ed.Dower@AEWealthAdvisors.com

 

These case studies are hypothetical in nature and are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these studies and how they relate to your own financial situation. This is a hypothetical example for illustration purpose only and does not represent an actual client. Diversification and asset allocation do not ensure a profit or protect against a loss. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

This is a hypothetical example for illustration purpose only and does not represent an actual client. Diversification and asset allocation do not ensure a profit or protect against a loss. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

 


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American Eagle Wealth Advisors
11335 Gold Express Drive, Suite 125   Gold River, CA 95670
Phone 916.858.1111 - 888.558.5518
Email: Ed.Dower@AEWealthAdvisors.com   www.AEWealthAdvisors.com

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