WHO WE SERVE
Does This Sound Like You?
Your Values & Life Stage
You’ve worked hard all your life and have saved a good nest egg. If you haven’t retired already, your goal is to pursue work you love, reduce your workload, or retire completely, so you can have less stress and more flexibility to spend quality time doing what you love with the people you love most.
Your Situation
Retired, or close to it (typically 5 years or less)
Diligent saver: A nest egg of $1 million or more
Looking for a long-term trusted advisor
Case Study
Meet Michael & Lisa
Michael and Lisa wanted to retire within a year. They were concerned about making sure they had enough money to live comfortably in retirement without the stress of running out of money.
Developing a strategy to create a “paycheck” in retirement, avoid overpaying taxes, and making sure their investments made sense for their situation were their top priorities.
After creating a holistic plan, they felt confident about their retirement because they knew exactly how to generate the income they need, reduce taxes, and improve their investments.
You can see the full results of the case study by clicking here.
Note: The above case study is hypothetical and does not involve an actual SWM client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if SWM is engaged to provide investment advisory services.
If this sounds like you, we would love to speak with you. Let’s get in touch.
Sign up for Our Free Retirement Guide!
Subscribe to our email list, and I’ll email you stories, tips, checklists, and more. Initially, you will get daily email for 14 days, and then weekly thereafter. If you can’t handle the initial daily emails, DO NOT SUBSCRIBE.
Sometimes the emails contain amazing tips or checklists. Other times, they are stories about me or people I know. Either way, I must be doing something right because people that are thinking about retirement seem to love them.
And when you subscribe, I’ll give you a PDF guide called “15 Retirement Planning Tips For People Age 50+” for free, which is packed with 45 pages of retirement ideas to help you make the most of your wealth and life.
(707) 899-1010 ♦ info@swadwealth.com
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)
© 2022 SWAD WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.
