THE NETWORTH
ADVISORS PROCESS
At Networth Advisors, we offer a variety of financial planning and wealth management services for individuals who are in or nearing retirement. We use an array of investment and insurance products in order to build a thorough retirement plan that helps support your retirement lifestyle and long-term financial goals. Our goal is for you to feel confident that you have a plan in place for the future.
READY TO MAKE THE NEXT MOVE?
All of the financial services we offer fall under one of the five key areas of our Networth Advisors Retirement GPS Process. Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Take the first step toward having the retirement you’ve always dreamed of!
Want to know more about our process? Scroll down and read below.
STEP 1
INCOME PLANNING
Figuring out the best way to make your savings stretch over the next 25 – 30 years can be confusing and overwhelming. But it doesn’t have to be. Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth.
STEP 2
INVESTMENT PLANNING
Inflation, unexpected expenses, once-in-a-lifetime travel opportunities… Predicting the unpredictable is impossible. That’s why it may be prudent to have a certain amount of your nest egg in investment products. A Networth Advisors we help build a financial strategy designed for you.
STEP 3
TAX PLANNING
Rising taxes may be a concern for anyone — especially for individuals approaching retirement. Having a solid strategy in place for how you will pay taxes on your retirement income can be an important component to living on a fixed income and avoiding surprises come tax time. That’s where we come in, let us help you navigate the tax road.
STEP 4
HEALTHCARE STRATEGIES
Understanding the healthcare system can be overwhelming. We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy, one that is suited to your needs and circumstances.
STEP 5
LEGACY PLANNING
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help. A general rule is that you may want to seek coverage between five and seven times your gross annual income.