Mark Twain said it best:

“I am more concerned about the return OF my money, than the return ON my money”

 

The following questions, we can help you answer:

  • How much retirement income can I generate to live the lifestyle I desire?
  • How can I make my retirement portfolio last the rest of my life?
  • How do I minimize taxes on my portfolio?
  • How do I transfer my wealth to my heirs and minimize the tax impact?
  • How can I simplify my financial life?
  • How can I grow my wealth, but still sleep soundly at night?

AimWest Financial & Insurance Solutions will design and implement a game plan that addresses all of these questions and more, depending upon your needs.

Use the calculator below:   WILL MY MONEY LAST THROUGHOUT MY RETIREMENT?

Contact our Wealth Advisors to learn more.