Retired or
CLOSE TO IT?
- Retire Successfully
- Reduce Taxes
- Invest Smarter
Why WAGON WHEEL FINANCIAL?
You have many choices in deciding to trust with your nest egg. At Wagon Wheel Financial we have found our “niche” in working with retirees.
In focusing all our efforts in this one area it allows us to provide great value to our clients for the fee they pay us.
What Do I Get FOR MY FEE?
At Wagon Wheel Financial, we believe that retirement planning is about more than just investments. That’s why we offer a comprehensive suite of services to help you plan for and enjoy your retirement, including:
2 Yearly Reviews (May & October Usually)
Retirement Specific Investment Review & Management
Annual Review of Tax Return and Tax Strategies
Retirement Income Planning
Lifetime Tax Reduction Planning
Track & Advise on Required Minimum Distributions
Estate Planning
Beneficiary Review & Strategies to Leave More Money to Your Beneficiaries
Long Term Care Planning
