The years leading up to retirement are both joyous and stressful at the same time. You work hard for your money, you accumulate assets throughout your working years, and you wonder, “When can I stop working and start withdrawing funds that I can comfortably live on?”
Company retirement plans are designed to accumulate money during our working years but are not structured to distribute the funds when retirement comes. We work with you to review all of your options based on your individual situation. Our fee-only solutions avoid conflict-of-interest concerns. We help to ensure your funds last throughout retirement and beyond so you can leave a legacy for your dependents.
When working with you on your envisioned financial path, we maintain an open dialogue regarding your financial future. Here at 360 Wealth Consultants, our vast knowledge of retirement plans and wealth benefits help forge a successful financial path for you with the following process:
This mutually beneficial discovery meeting allows us to get to know you better. We’ll learn where you stand financially and what your goals are. We’ll show you how 360 Financial functions as a Fee-Only fiduciary. A fact finder document is also filled out.
Once we’ve explained our process and have both decided to move to this step, we connect via Zoom or Microsoft Teams to start to gather all of your data.
This is the part of the process where we discuss the result of the data. We explain the financial reports and what they mean to you and your plan.
This is when we make any necessary adjustments as your situation and needs evolve.
If you have a business or corporation, we can help you develop a business retirement plan essential to retaining exceptional employees. We show you options to optimize your current company plan through the following types of programs:
Qualified Retirement Plans
Non-Qualified Retirement Plans
Give us call or shoot us an email to discuss what it means to have a Fee Only Fiduciary.
Offices in Roanoke, Lynchburg and Charleston, SC.