OUR SERVICES

Retirement Planning

 
 
 

We work with clients to formulate a retirement plan that meets their unique goals.

The process starts with discussing your retirement goals. Do your plans include travel, relocation, or enhancing your home? Whatever your objectives are, our goal is to develop a plan that allows you to enter retirement without the worry that you might run out of money.

We will work with you to identify your needs, wants and wishes, and then help you gather information about the resources you currently have. Once we have that information, we are able to forecast what you can reasonably expect to accumulate before you retire. Finally, we crunch the numbers and consider options to start you on your way to a fulfilling retirement, including:

  • Current resources - your net worth, retirement income and asset allocation

  • Overview of your recommended plan

  • Results and recommended changes to meet your goals

  • Access to MoneyGuidePro, an online tool that allows you to input different financial scenarios and see the result

Retirement planning is an ongoing process. Your River Wealth advisor is available to meet with you on an ongoing basis to review your plan and determine if you have significant changes that would require you to make adjustments.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. River Wealth Advisors LLC (“River Wealth”) does not serve as an attorney, accountant, or insurance agent. River Wealth does not prepare estate planning documents or tax returns, nor does it sell insurance products.

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