PWR serves retirees of all wealth who are looking for an advisor that will see them through the next 20+ years.
To prepare for a successful retirement, we help clients determine the most tax-efficient withdrawal and investment strategy that balances their retirement and investment income. We evaluate other opportunities that may be available, such as Roth conversions, and incorporate them into the analysis. We help plan for required minimum distributions and explain the options when it comes to long-term care.
When is the right time to take social security? Do you still need your life insurance policy? Can you gift money to your children or favorite charity now without worrying that you will run out of money?
PWR has a detailed and thorough process to help answer all of your questions confidently so you can focus on the next phase of your life. Why figure it out on your own when you can have a Comprehensive Financial Plan to guide you.