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Reviresco Wealth Advisory

 858-255-6703  ian.maxwell@revirescowealth.com
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Retirement Planning

What do you want to be when you grow up – again?

We like to ask this question of our clients when considering retirement planning. It brings into focus the fact that retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. One of the things we help clients to understand, regardless of age, is that our current understanding of retirement needs to change. People are living longer, and a person who turns 65 today could be expected to live as many as 20 years or more in retirement. For younger generations, retirement can be expected to last even longer.

While longer life spans have created a number of new financial challenges that need to be taken into consideration when planning for our clients, there is also a significant shift in attitude and expectation when it comes to how people want to spend their time later in life. It is very possible our clients may want to consider some or even all of these activities during retirement: travel, start a new career, go back to school, start a new business, start a charity organization, split extended time amongst children and grandchildren, write a book, etc... Working with you to design a rewarding retirement phase in your life is a key focus of our planning efforts. Depending on prevailing economic environments, we will also need to consider innovative approaches to provide guaranteed lifetime income in addition to income tax optimization. Using the tools and strategies available to us, we want to ensure that our clients do not outlive their money while also providing them the lifestyle they desire.

While developing the key elements of your retirement plan, we will consider control and flexibility as two main “themes.” We will carefully plan how your assets are invested, how your assets are protected, and how your assets are taxed. By weaving these strategies of control and flexibility into the fabric of your retirement plan, we want to maintain and grow purchasing power to help support your future lifestyle, in spite of taxes and inflation

For more information on how we can help with your retirement planning, please contact us today.

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9540 Towne Center Drive, Suite 150, San Diego, CA 92121 United States

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  •   9540 Towne Center Drive, Suite 150, San Diego, CA 92121
  •   858-255-6703
  •   ian.maxwell@revirescowealth.com

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  (Adviser’s firm name) and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (Adviser’s firm name) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.   

 

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. 

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. 

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

 

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