Step One
Income Planning
The first stage of our 5-Step Vision Driven Retirement Road Map is Income Planning. At TradeWell Tax & Financial, our goal is to help you create a sustainable retirement plan that is tailored to your individual needs.
Our 5-Step Vision Driven Retirement Road Map incorporates a consultative approach to tax planning and preparation, income planning, investment planning, legacy planning, and lastly, healthcare planning. We will discuss these lifestyle goals in a comprehensive manner. We are the only firm in Fort Wayne, Indiana that takes the family-office approach, normally only available to the super affluent. At TradeWell™, we recognize that finding optimal financial strategies is a process, not a product, and we are committed to our process because it can provide results. Our goal is to mathematically prove that your income will be guaranteed forever, once your paychecks stop. Let a TradeWell Advisor take the pressure away from planning your retirement, today!
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The Hidden Power of Pre-Retirement Planning
Know Your Unique Retirement Planning Needs
Most people will spend more time in pre-retirement – planning ahead for their future retirement – than in retirement. That’s why resourceful baby boomers are turning to research and financial coaches for the information they need to review their portfolios and address the question: “What kind of pre-retirement planning do I require for a successful transition to life after work?” Download our useful guide today to to unlock the hidden power that lies in careful preparation in the pre-retirement planning stage of life!
