Building a Confident Retirement

Retired or Planning Retirement?

Have you worked for many years, saved significant assets and are now faced with some of the biggest decisions of your life? Retirement income planning, pension distribution and rollover options are just some of the topics which you may face.

  • When to retire?
  • How much income will you need to live on?
  • Will you run out of money?
  • What amount of assets are necessary to produce the retirement income you need?
  • Will you pay lots of tax?
  • How do you make the best Social Security and healthcare decisions?
  • How will healthcare coverage and medical issues impact your retirement?
  • Do you need long-term care insurance?
  • How will taxes impact your future income?

If you have these and other questions, we can help you be confident your long term financial plan will be effective so you can live your bucket list.

We specialize in helping to build income streams for our retired clients and have developed a retirement planning tool so unique that it has a United States Trademark.

Retirement Funding Score (RFS®)

Our Retirement Funding Score (RFS®) process is a time-tested way to assess where you will be given your current financial foundation. With an accurate RFS®, we are able to help our clients see where they are, where they will be and what they may need to do to stay on track or align their financial decisions with their goals.

When clients decide to work with us, we use the information they provide at our initial meetings to create a unique Retirement Funding Score (RFS®) report. This valuable report helps people see where they are, where they’ll be, and what they need to meet their goals.

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?
OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to describe learn about your goals and see if our services are right for you.
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THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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Contact

  • Phone:
    704.571.8778
  • E-Mail:

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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America.