How We Help
One stop. Many options. Discover the holistic approach and array of services that can help get you closer to the retirement you’ve always envisioned.
The Retire N.O.W. Roadmap
When it comes to planning your retirement, there’s no better time than N.O.W. Our five-step Retire N.O.W. Roadmap was designed to help answer your biggest financial questions, develop a strategy with staying power and to help put you closer to your dream retirement destination.
- How can we help you?
- What are your concerns?
- What is important to you?
- Put together ideas
- Are we going in the right direction?
- 9 key areas of retirement planning
- Would you like our help?
- How do we move forward?
- Open new accounts
- Transfer assets
- Make adjustments
- Get organized
- Monitor assets
- Establish future visits
- Get to living!
Addressing the Five Key Areas of Retirement Planning
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Income: Will I Have Enough?
- Income needs
- Ways to generate income
- Social Security optimization
- Pension analysis
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Investments: How Should I Be Investing?
- Risk tolerance
- Fees
- Performance
- Diversification and asset allocation
- 401(k) options review
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Tax Efficiency: What Portion of My Assets are Mine?
- Tax strategy/tax map
- Roth IRA conversion
- IRA distribution
- Tax diversification
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Health Care/Long-Term Care: How Do I Plan for Medical Costs?
- Medicare options
- Pre-Medicare health care
- Long-term care planning options
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Estate/Legacy: What Happens to My Assets When I’m Gone?
We can also refer you to professionals who provide the following services:
- Tax Planning
- Estate Planning
- Probate
Insurance products are offered through the insurance business Ensign Wealth Management. Ensign Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Ensign Wealth Management are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Ensign Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.