Financial Planning for Those Nearing or in Retirement
Helping people take the stress out of planning for the next phase of their lives
Making Your Money Work For You
All you have been hearing for years is save money for retirement. What about when you are actually there and ready to enjoy your hard work? Our industry falls short in planning for the descent down the mountain. Creating a plan that directly aligns with your goals and concerns requires an intricate pathway. At Olive Tree WM, we are goal-orientated planners, and we help position every dollar you sacrificed for this time does not go to waste.
Peace. Prosperity. Preservation.
Estate
Your estate is the pathway itself. We can make a plan taking you through your path today and for your heirs later on
Insurance
Just how you put sealant on your path to preserve against weather or anything else - insurance is the preservation in your retirement plan when life throws unexpected curveballs.
Cash Flow
We relate cash flow to the funds to setup your pathway and to keep it thriving. The better you manage your cash flow, the stronger your path can be.
Investments
Your pathway begins with the foundation - your retirement plan’s foundation are investments. A bad foundation may doom the plan from the very beginning
Taxes
We view taxes as the maintenance and upkeep costs to your path. The goal is to avoid paying the IRS
Our Process
Click below to learn more about how we help people design an investment strategy suitable for them:
Take the stress out of Retirement
Our Pathway was designed to give you the freedom and confidence knowing the next chapter has been completely laid out for you - giving you the confidence to have FUN in retirement