Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

Our Retirement Roadmap process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused on five key areas of your current financial life.


Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.


Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.


Any comprehensive retirement plan will include a strategy for decreasing tax liabilities.


We will create a plan to help you address rising health-care costs with a minimum of expense.


It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

At Financial Wealth Alliance, we can offer you the following products and services:

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Retirement Income Strategies

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Wealth Management & Investments

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Asset Protection

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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IRA Legacy Planning

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We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!