Live a worry-free retirement by defining adequate assets for financial independence and efficient distribution of assets.
Retirement Planning & Distribution social security
Retirement planning is about turning what you’ve saved into a sustainable income you can rely on. A thoughtful strategy considers when and how to draw from your accounts, how Social Security fits into the picture, and how to balance income needs, taxes, and long-term security.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Pensions
What are the best pension options for you and your family that fit your long-term goals and priorities.
Derek Strong
Hemingway Wealth Management
Derek Strong is a CFP® Professional and a Certified Investment Management Analyst (CIMA®). His specialty is financial planning and investment management for small business owners. Think of Derek as a personal CFO and investment manager for yourself and your family.
Derek Strong is an Investment Advisor Representative offer in Securities and Advisory Services through United Planners Financial Services, member: FINRA, SIPC. Hemingway Wealth Management and United Planners are independent companies.