fbpx
Marsh Wealth Management2020-04-20T14:33:34+00:00
Plan A Stress Free Future You’re Excited About
You work hard, love your family and juggle many demands on your time. You might be taking care of parents, kids, or both at the same time. Now that retirement is on the horizon, it’s time to start planning for the comfortable, secure and stable future you’ve dreamed of. There are endless options to navigate when it comes to retirement, but with us on your team, we will help you craft an easy, straightforward plan to make the most of the years ahead.
The Journey
You work hard, and you love your family, juggling many demands on your time. You might be taking care of parents, kids, or both at the same time. When you have a moment to ponder retirement, it’s not in terms of hard-to-define “dreams and goals”. It’s in terms of “wanting to maintain your lifestyle” and “having enough money as long as you live.”
Make Your Money Last

When retirement arrives and the alarm clock is finally silenced, it’s a mix of excitement and fear. You’re excited to be free of work demands, but you’re a little scared too, knowing the paychecks have stopped and there are a lot of unknowns ahead.

You used to have to balance your time; now you have to balance your money. If you spend too much too soon, you might run out. If you spend too little, you won’t have the comfortable retirement you wanted.

Together, we will help you feel confident your money will last, you can maintain your lifestyle, and have enough money left to travel and achieve other goals you didn’t have the time to experience before.

Freedom
When retirement arrives and the alarm clock is finally silenced, it’s with a mix of excitement and fear. You’re excited to be totally free of work demands, but you’re a little scared too, knowing the paychecks have stopped and there are a lot of unknowns ahead. You used to have to balance your time; now you have to balance your money. If you spend too much too soon, you might run out. If you spend too little, you won’t have the comfortable retirement you wanted. You’re confident in your retirement, but perhaps this balancing act creates a nagging worry in the back of your mind.
Know The Road Ahead

One of the biggest challenges with retirement is there are many unknown obstacles to overcome. Here are just a few we can help you navigate with ease:

  • Losing Money in the Markets: We will help you proactively plan for the shifts in the market that will inevitably occur over time. We know you count on your investments for income and we build plans that give you confidence and clarity knowing what to do, no matter what the market does.
  • Healthcare Costs: You will never have to worry about what to do if you or your spouse experience a healthcare emergency or are diagnosed with a debilitating disease. All our clients have unexpected medical costs covered in their custom spending plans.Your health and the health of those you love will always be in your budget when you work with us.
  • Living a Long Time: If you’re blessed with a long life, your financial plan needs to go the distance. We’ll make sure you will have enough money and your plan is flexible enough to go the distance when life is delightfully longer than expected.
  • Higher Taxes: If the tax rates change over time your strategy and plan will need to adjust as well. We’ll make sure your spending plan can handle a tax rate increase so your income is not impacted in retirement.

When you have a team of professionals like us on your side who help you plan for the obstacles others don’t anticipate, you can enter retirement with a plan that works now… and for years to come. No matter what your life in retirement looks like or evolves into!

The Problem

It’s the unknowns that create obstacles to confident retirement spending.

  • Losing Money in the Markets: What if the markets go down and you’re too afraid to open your investment account statements? You were counting on that money to live on.
  • Healthcare Costs: What if you or your spouse have a stroke or are diagnosed with a debilitating disease? Those extra medical costs were not in your spending plan.
  • Living a Long Time: What if you live as long as your 92-year-old aunt? You only planned on needing your money into your 80’s, since that’s as long as your parents lived.
  • Higher Taxes: What if the government raises taxes during your retirement years? Instead of 18% of your money going to taxes, it’s 24%. Higher taxes were not in your spending plan.

No wonder you decide not to take that trip to Italy, and drive to the beach instead! It’s the unknowns that keep you tightly holding on to your money and chip away at the vision of a fun, free, confident retirement.

Get A Fully Integrated Team On Your Side

Have you ever traveled somewhere you’ve never been before and tried to plan it on your own? It can be stressful, juggling hotels, airlines, luggage, taxi’s, and sightseeing tickets. Which is why many people use guided tours for their travels. They pick a destination and let professionals manage the whole experience, down to the fine details, and a more relaxing and enjoyable journey is the result.

We take the stress out of retirement in many of the same ways tour guides take the stress out of traveling:

  • Planning for your retirement “trip”: Our financial planning methodology helps you choose the financial destination that is right for you and your family, guiding you through the decision-making process to arrive there successfully.
  • Knowing the inside scoop: We live and breathe retirement planning and have the credentials and licensing to prove it. We’ll help you uncover some hidden gems in retirement and tax planning you might not otherwise know about.
  • Living the life: A plan is only as good as the paper it’s written on if it’s never implemented. Our integrated team of CFP’s, CPA’s, attorneys and insurance professionals work together, managing the details of your retirement journey, allowing you to relax and enjoy.
  • Sense of community: It takes more courage to travel by yourself. Which is why we value the relationship we build with you – so you know you’re not alone. We’re there every step of the way, for you and your loved ones.

Simply put, now you can go back to juggling your time instead of your money: time with family, friends, new hobbies, golfing, reading, gardening, traveling, dancing, crafting, volunteering…. and not waste one more moment worrying about the future.

Your Guided Tour of the Future

This is where we come in. Have you ever traveled somewhere you’ve never been before and tried to plan it on your own? It can be pretty stressful, juggling hotels, airlines, luggage, taxi’s, and sightseeing tickets. Which is why many people use guided tours for their travels. They pick a destination and let professionals manage the whole experience, down to the fine details, and a more relaxing and enjoyable journey is the result.

We take the stress out of retirement in many of the same ways tour guides take the stress out of traveling:

  • Planning for your retirement “trip”: Our financial planning methodology helps you choose the financial destination that is right for you and your family, guiding you through the decision-making process to arrive there successfully.
  • Knowing the inside scoop: We live and breathe retirement planning and have the credentials and licensing to prove it. We’ll help you uncover some hidden gems in retirement and tax planning you might not otherwise know about.
  • Living the life: A plan is only as good as the paper it’s written on if it’s never implemented. Our integrated team of CFP’s, CPA’s, attorneys and insurance professionals work together, managing the details of your retirement journey, allowing you to relax and enjoy.
  • Sense of community: It takes more courage to travel by yourself. Which is why we value the relationship we build with you – so you know you’re not alone. We’re there every step of the way, for you and your loved ones.

Simply put, now you can go back to juggling your time instead of your money: time with family, friends, new hobbies, golfing, reading, gardening, traveling, dancing, crafting, volunteering…. and not waste one more moment worrying about the future.

Call Us at (865) 622-2162
Our Latest News

Trusted Support for Your Asset Management

Fiduciary management services from a trusted source are vital to the success of your asset management. The right fiduciary management team will manage your assets and help them grow through a proven strategic approach. Certified [...]