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Retirement Redefined

A generation or two ago, you stopped working at age 65 and received a guaranteed monthly pension for the rest of your life. Times were simpler. If you had $1M, you were considered rich. Not anymore.

Our typical client has between $1M-$5M. While that is above average, it no longer provides the financial security that it used to. Here are some of the issues you need to address in order to enjoy a successful retirement:

  • How to manage a $1m+ portfolio.
  • You may end up caring for elderly parents AND adult children.
  • Sky rocketing heath care costs.
  • Long term care planning.
  • Not outliving your money for 30 years or more.
  • Tax planning and estate planning.
  • Which accounts do you draw from first?
  • Will you be able to maintain independence?
  • Should you work part-time?
  • What is the best social security strategy for you?
  • How to minimize or avoid costly mistakes?
  • How to maintain a sense of purpose.
Client Centered

At TM Wealth Management we use a systematic approach to help you make the transition from working to the next phase of life. It looks at your unique needs, dreams, resources, lifestyle and more. We have the experience, systems, and checklists in place to help you avoid costly mistakes and get things right the first time.

Client Centered

We can create for you a personal plan that answers all the issues above and more. It will outline what you should do from now until your last day at work and beyond. Wouldn’t that be nice to know?

We suggest that you contact our office for a complimentary conversation. Perhaps you haven’t begun to plan yet. Or maybe you have an existing advisor and would like a second opinion. In either case, call our office today at 801-477-0444.

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