Once your investment phase has been identified, then we will utilize our proprietary “three bucket approach” to retirement income planning. Our three bucket approach makes the plan simple and easy to understand.
Our retirement income planning strategy uses a proprietary three-bucket approach:
In addition to getting your finances in order, arranging your estate is an important part of the planning process. Wise Wealth is committed to helping you eliminate uncertainties about your estate and ensure that your assets are distributed according to your wishes after you’ve passed.
Wise Wealth financial planning does not end with the plan. We also take the time to inform you about your plan, guide you through the implementation process, and monitor and update the plan. We will help keep you accountable as you work toward your goals.
