We’ve all heard people refer to life in retirement as “the golden years.” But today, retirees are finding it difficult to develop a comprehensive plan that provides income for a lengthening lifetime, protection for what’s to come in the future and a legacy for loved ones. At The Sawyer Wealth Management, we recognize the challenges you face – and have just the knowledge and resources to help you overcome them. We’ll work to help you maximize the value of your nest egg, preserve your wealth, create an income stream you cannot outlive and prepare for all of life’s unknowns. Most importantly, we’ll make sure your plan is aligned with your goals and objectives, and put you on the path to achieving the retirement you deserve.
A key component of any successful retirement plan is the strategic positioning of your assets. When you choose to partner with us, we’ll determine which assets are going to be taxed now, which will be taxed later and which will be taxed never*. Once we’ve identified these allocations, we can help you find ways to move forward in building and maintaining your wealth in a way that minimizes your tax burden. Our team will work together to uncover opportunities and present you with solutions based on your individual and family needs while helping you keep more of your money.
* Based on current tax laws
- Diversify among AND within asset classes.
- Try to reduce large losses in down markets.
- Alternative investments may increase diversification.
- Technical analysis for security selection.
- Active management can have it’s advantages.
- Cash is an asset class too.
- Don’t fall for yield traps.
- Keep time horizon in mind for investment selection.
Medicare Part B Supplemental Insurance Coverage
We can help you through the confusion and explain the coverage that will best fit your situation. Once we make a decision we can sign you up the same day. We now offer full Medicare part B and part D coverage.
Please let us know if we can assist you with understanding your current coverage or if you are retiring and need to enroll in part B supplemental Insurance coverage or Part D.
We are here to help you any way we can.