Pre-Retirees – The Time Is Now

Are you confident in your retirement preparation? If not, now’s the best time to gain that confidence. While you are still earning full-time income, it is the most opportune time to plan for the future. The advisors at Elk River Wealth Management have helped many individuals become fully prepared for life after their non-working years. 

You may be worried about whether or not you will have sufficiently saved and planned for retirement. We can replace your worry with action. A comprehensive evaluation of your financial situation can ease the second-guessing you may be experiencing. There are many factors to consider when planning for your retirement. But one aspect is certain: planning now is key to living the retirement of your dreams.

Here are some questions you may be asking yourself:

  • Am I investing my assets in the smartest way possible?
  • Will I be able to continue my current lifestyle after I stop working?
  • When should I adjust the risk level of my investments?
  • When should I begin claiming Social Security?
  • Would my family be taken care of if something happened to me?
  • How can I pay less in taxes?

Elk River Wealth Management guides you step by step in answering these important questions.  Let us lift the retirement burden off your shoulders and replace it with comfort.

Retirees – Time for a Reevaluation

Your retirement stage is here. You have a plan and are executing it, but you can’t help wondering if there is more you could be doing to make sure your assets last for the long run. It’s a good idea to get a second opinion and have a thorough reevaluation of your financial situation. 

Since life is ever-evolving, so should your finances. Tax laws change often and family situations are also continuously changing. It makes sense to assess (and reassess) your financial picture. Being proactive puts you in a better position than being reactive.

Here are some questions you may be asking yourself:

  • Are there better strategies I could use to manage my investments during retirement?
  • Will I be able to continue to live my current lifestyle with my current financial plan?
  • Have I planned well enough that my money will last for the long term?
  • Am I poised to be able to handle any and all tax obligations?
  • Have I properly planned my estate including wills, trusts, and beneficiaries?

We have heard and answered questions just like these at Elk River Wealth Management, and we can help you get answers too. 

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We’re here to help you understand the most important questions you should be asking.


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Elk River Wealth Management: Financial Life Unencumbered. Boundless. Fulfilled.

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