Call for an Appointment
8820 East Foxhollow Drive
"Do I Have Enough Income to Last As Long As I Do?
When I retire, Can I Stay Retired?
Fixed Interest Rates Are Terrible! How do I Make More Safely?
Where Do I Put the Money I Can't Afford to Lose?
What If I Get Too Sick to Take Care of Myself?
Are There Stock Market Strategies With Built in Risk Management?
How Do I Make Sure My Spouse is Taken Care of If I Die?
Our goal is to help remove fear and replace it with Confidence!
Retirement Roadmap Process focuses on 5 main areas
FINANCIAL REVIEW (review your current situation)
INCOME PLAN (maximize your lifetime income)
TAX PLAN (ways to reduce taxes in retirement)
HEALTH CARE PLAN (if you get too sick )
LEGACY PLAN (if you want to leave something)
We all want to maintain the same lifestyle in retirement we did when we were working, but not everyone has the right plan to achieve their goals. Let our team help you create your Lifetime Retirement Roadmap plan.
I am a member of an organization that believes everyone should have the opportunity to be educated about safe money alternatives. We believe Safe Money should be the foundation of any retirement income plan. Utilizing our Retirement Roadmap Process we work to address the most important issues that we will all need during what will hopefully be the best next chapter of our lives.
Please feel free to review the educational materials at our safemoney.com site that has great explanations for some of the safe income vehicles we work with.
10-Point Retirement Checklist
Get information and education that can bring you peace of mind with your savings and retirement.
Protecting, Growing and Taking Home all the income you need is possible with the right plan. As an independent Fiduciary, we always place your needs 1st.
Learn ways to pay less taxes on your retirement income as well as leave more to your family. It's not only how much you make. It's how much you keep!
We help you organize all your assets, insurance, important documents, photos and videos all in one convenient, incredibly secure website made just for you. All at no cost
At Wealth Management Strategies, we comprehensively analyze your risk tolerance and then create an investment strategy that’s designed for you. Capture your risk tolerance and see if your portfolio fits you.
Click on the link below. It will take you to our Risk Analysis. Following your completion, you will receive your Risk Analysis Report.
Not having a plan in place could end up being a costly mistake. Attend one of our educational workshops at a location near you where you’ll learn the steps to take in order to make the right financial decisions to help ensure a secure and exciting financial future.
Mark Turner, IAR has over 30 years experience in the financial services industry. Mark leads his team at Wealth Management Strategies. They specialize in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates.
CLICK BELOW TO
Create Your Personal Risk Analysis Report
Each individual situation is different and the recommendations will be designed for your set of circumstances, in order to meet your life's short and long term goals. We begin with where you are on your Retirement Roadmap.
Our goal are to help eliminate the fear of an uncertain financial future and help you retire with Confidence!
We are an independent retirement planning firm that focuses on your story, family, values, and dreams.
We help create a retirement plan and monitor it throughout your life.