Your golden years, meticulously planned.
Our Strategic Retirement Planning service is designed for those approaching or already in the retirement phase. Whether you're five years away from retirement or already there, our goal is to ensure that your retirement years are as rewarding and stress-free as possible.
At Genuine Wealth Solutions, we specialize in transforming your retirement aspirations into a tangible, secure future.
Comprehensive Strategic Retirement Planning
STARTING AT
$7,200 annually
Who is this for?
Individuals in or approaching retirement within 5 years who are interested in investment management and have $500,000 or more in investable assets.
What’s included?
Personalized Retirement Plan
Cash Flow Planning
Social Security Optimization
Proactive Tax Planning
Estate Planning
Long-Term Care Planning
Roth Conversion Strategies
Requirement Minimum Distributions
Charitable Giving Strategies
Prudent Investment Management
Strategic
Retirement Planning
STARTING AT
$3,000
Who is this for?
Individuals in or approaching retirement within 5 years who are not interested in investment management or have investable assets below $500,000 minimum.
What’s included?
Personalized Retirement Plan
Cash Flow Planning
Social Security Optimization
Tax Planning
Estate Planning
Long-Term Care Planning
Roth Conversion Strategies
Requirement Minimum Distributions
Charitable Giving Strategies
Your retirement, our commitment.
At Genuine Wealth Solutions, your retirement dreams are our mission. We're committed to providing you with a strategic, comprehensive plan that not only prepares you for retirement but also enriches your life during these pivotal years.
✓ Expert Guidance: Leverage our extensive experience in retirement planning to navigate every aspect of your retirement journey.
✓ Tailored Solutions: Your retirement plan is unique to you, reflecting your personal goals and financial situation.
✓ Ongoing Support: Regular updates and meetings to ensure your plan stays on track, adapting to life’s changes along the way.
The Genuine Wealth Method
Step 1:
Explore and Understand
Begin your journey with a personal discovery session. We'll carefully understand your financial goals, current status, and what makes you you. This is where we lay the groundwork for your financial future.
Step 2:
Growth and Guidance
With your goals in mind, watch as we cultivate a tailored financial strategy where we meticulously attend to every detail of your plan.
Step 3:
Reap the Rewards
With the complexities of financial planning taken care of, you can relax and enjoy the vibrant life you've created and experience the peace and satisfaction of a well-planned financial future.
Let's build your wealthy life today. Your dream financial future is just a conversation away
Start shaping your retirement today.
Don't leave your retirement to chance. With Genuine Wealth Solutions, you're choosing a partner who understands the intricacies of retirement planning and is dedicated to securing your financial future.
✓ Achieve the fulfilling life you deserve.
✓ Build a legacy that extends beyond wealth.
✓ Take back control of your time with serenity and stability.