Retirement Planning
Planning for Retirement
When it comes to retirement the facts speak for themselves.
· More than a quarter of working Americans are not putting any money away for retirement!
· Less than 4% of individuals use their Social Security Effectively
· Market Volatility scares people and hurts pension and retirement accounts
Thinking about retirement is scary but worse, many individuals do not have the proper education or confidence to move forward. We change all of that. Wisdom and Wealth uses a process that involves breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.
We have found that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence. And more importantly you want a process. You have come to the right place. Using our formula of Pathways to Success®, Wisdom to Wealth uses a 6 Step process to give you the confidence, education and action steps to move forward.
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At Wisdom to Wealth we find that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence.
Drew Stevens has created the Wisdom to Wealth Pathways to Success® to address, integrate and simplify the six critical components that we believe every successful retirement plan needs to include 6 essential elements