Prepare for Retirement With the Alpha Plan
At Capital A Wealth Management, we believe retirement should reflect the life you’ve worked hard to build. Our team works with you to develop a thoughtful strategy that considers your goals, priorities, and concerns, using a range of investment and insurance solutions.
Through our 4-step Alpha Plan, we address the five areas that matter most in retirement: Income, Investments, Taxes, Healthcare, and Legacy.
Income
Planning
On your Alpha Plan, we’ll evaluate your current income situation and we’ll help to ensure your expenses can be paid month to month with reliability and predictability. Next, we’ll help ensure that we’ve maximized your social security, look into your pension options & decisions, plan for a premature death of a spouse, inflation, & other considerations that can be critical for your income plan.
INVESTMENT
PLANNING
Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high quality portfolios depending on your unique situation.
TAX PLANNING &
PREPARATION
The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to help minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.
We also offer tax preparation services to help ensure your filings are accurate, timely, and aligned with your overall retirement strategy.
HEALTHCARE
PLANNING
Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.
LEGACY
PLANNING
By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and potentially minimize the taxes that are paid.
Beyond our five key areas, we offer additional services to support your complete financial picture:
Services We Offer:
Retirement Planning
Social Security Planning
Annuities
Medicare Solutions
Life Insurance
Death Settlement Assistance
Written Income Plan
Capital Preservation Strategies
Asset Management
Long-Term Care Solutions
Estate Planning Resources
Financial Leadership
Customized Portfolios
Risk/Cost Analysis of Investments
Tax-Efficient Strategies
CPA/CFP Resources
Trust Funding
Wealth Transfer
Get started in 4 easy steps:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Alpha Plan, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement.
We’ll regularly review your strategy to help ensure it’s keeping you on track.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
After All Your Hardwork It's time to capitalize
If you are closing in on retirement, you've spent your working years saving, and now it's your time to make the most of your life savings. In this book you will find out:
Ways to prepare for a longer lifespan and potentially higher taxes in retirement
Why proper planning takes much more than just a large number in your savings account
The four-step process to get set up with your own customized Alpha Plan
Get your retirement kit!
This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
Retirement Kit