Every day in America, 10,000 people turn 65 years old and enter their retirement years. It’s estimated that 61% of all Americans do not have a retirement plan to guide them to and through this period of time. Consider the fact that if you are a married couple, both age 65, there is a 50% chance one of you will live to 92 years old and a 25% one of you will live to 97 years old.
Why You Should Hire Endowment Wealth Management (4 Minutes)
We Can Help You With Your:
- 401(k) Rollovers
- IRA Rollovers
- Roth IRA Rollovers
- SEP & Business Retirement Plans
- Trust Management
- Fee-based, Fiduciary Advice
- Financial Planning
- Retirement Planning
- Wealth Management
- Investment Management
Do you have the financial resources and retirement plan to fully enjoy your golden years?
No matter your age, start now and take control of your retirement planning. Begin navigating towards your long-term retirement needs so you can enjoy your golden years. Our trusted team of fee-based fiduciary advisers are here to assist you in creating a personalized retirement plan and helping you to execute it throughout your lifetime.
Don’t wait any longer! Call us today at 920-785-6010 to arrange your free retirement planning consultation. It’s time for you to take control of your retirement future!
We’re here as your trusted advisor to help guide you towards a safe and secure retirement. Below are the steps and free resources to get you headed in the right direction!
Step 1 – Find a Fee-Based Fiduciary Advisor & Ask These 13 Questions
Retirement is complicated and you also ‘don’t know what you don’t know’, so it’s important to get some professional assistance. A fiduciary advisor is legally obligated to do what’s in your best interest. That’s important! Stay away from stockbrokers and insurance agents who have the incentive to sell commissioned products. Ask these 13 questions to any prospective advisor to make sure they are a fee-based fiduciary advisor, as well as have knowledge and experience to provide you with value.
Step 2 – Get Financially Organized
If you’re going to build a plan you need to get financially organized. Gathering all important financial documents, writing down your financial goals, and knowing your monthly budget and net worth are key to getting on track. Here’s our FREE client data organizer that helps you do all those things in one place!
Step 3 – Know Your Risk Profile
Knowing your Personal Risk Profile is the first step in properly managing your retirement assets. If you are invested 100% in stocks but have a very conservative risk profile, you are in for a bad surprise when stocks go down in value! Luckily, we have a FREE tool called FinaMetrica that you can use to know your risk profile. It takes about 10 minutes to zip through. Take Your FREE Risk Profile Here!
Step 4 – Schedule A Free Retirement Planning Consultation
Did you know you can review your finances and investments WITHOUT talking to a high-pressure sales agent? You can! After you get yourself organized with the client data organizer and take your risk profile through FinaMetrica, it’s time to sit down and talk through your goals and finances.
As fiduciary advisors, we are here to listen to your concerns and talk with you in language you can understand. We’ll review your taxes, risk profile and investment statements to help begin to devise a plan for your successful retirement. We’ll also review your insurance and estate planning to make sure your greatest asset – your family – is protected.
To get started, contact Robert Riedl, Director of Wealth Management, by phone at 920-785-6010 or by email at Rob@endowmentwm.com.
Step 5 – Learn More! Watch These Videos
After you’ve scheduled your free meeting, watch these videos to learn more about Endowment Wealth Management and why our clients have chosen us to be their fiduciary family wealth advisors.
Introduction to Endowment Wealth Management (7 Minutes)
Step 6 – Learn About Our Custom Wealth Portal
Learn about EWM digital Wealth Portal, Secured Vault and Phone Apps:
- Watch Our Endowment Wealth Management® Portal Video (2:00)
- Watch Our Endowment Wealth Management® Portal Security Technology Video (2:30)