RETIRE WITH CONFIDENCE THROUGH COMPREHENSIVE PLANNING
Create Your Retirement Plan With RGWM
Preparing for retirement involves much more than simply figuring out the “magic number” you will need. It’s a complex undertaking where the decisions you make substantially impact your quality of life during your retirement years. Our retirement planning process covers simple items like Social Security, Medicare, Long-Term Care, and Required Minimum Distributions, but it also dives deeper into tax-smart distribution strategies that maximize the funds left in your pocket after Uncle Sam gets his portion. If you have questions about your retirement, our planning specialists in The Woodlands are ready to guide you every step of the way.
RETIRE WITH CONFIDENCE THROUGH COMPREHENSIVE PLANNING
Create Your Retirement Plan With RGWM
Preparing for retirement involves much more than simply figuring out the “magic number” you will need. It’s a complex undertaking where the decisions you make substantially impact your quality of life during your retirement years. Our retirement planning process covers simple items like Social Security, Medicare, Long-Term Care, and Required Minimum Distributions, but it also dives deeper into tax-smart distribution strategies that maximize the funds left in your pocket after Uncle Sam gets his portion. If you have questions about your retirement, our planning specialists in The Woodlands are ready to guide you every step of the way.
Make the Most of Company Benefits
While most 401(k) and Pension plans are similar, each company has slightly different provisions. Navigating issues like Net Unrealized Appreciation (NUA) treatment on company stock, Pension distributions as a lump sum or annuity, deferred compensation, and more are critical to your success. Making smart decisions on these issues can mean the difference of tens or hundreds of thousands of dollars over your lifetime.
Retirement Plan Flexibility
When we create a retirement plan, you can be certain that your plan will be tailored to fit your current and future expected needs. We know how quickly financial circumstances can change, and we take a flexible approach to planning that can change as your life does. Our industry-leading planning tools offer complex scenario analysis that helps you plan for various possible outcomes.
Don’t get locked into a plan that doesn’t make sense for you – talk to one of our advisors to create your retirement plan today!
Make the Most of Company Benefits
While most 401(k) and Pension plans are similar, each company has slightly different provisions. Navigating issues like Net Unrealized Appreciation (NUA) treatment on company stock, Pension distributions as a lump sum or annuity, deferred compensation, and more are critical to your success. Making smart decisions on these issues can mean the difference of tens or hundreds of thousands of dollars over your lifetime.
Retirement Plan Flexibility
With our retirement planning services, you can be certain that your plan will be tailored to fit your current and future expected needs. We know how quickly financial circumstances can change, and we take a flexible approach to planning that can change as your life does. Our industry-leading planning tools offer complex scenario analysis that helps you plan for various possible outcomes.
Don’t get locked into a plan that doesn’t make sense for you – talk to one of our advisors to create your retirement plan today!
OUR PROVEN, 4 STEP
Financial Planning Process
1.
Introductory Meeting
We take the time to learn about you, your family, and your financial goals.
2.
Investment and Financial Plan Review
We’ll present an evaluation of your current financial position and a comprehensive plan to meet your needs.
3.
Implementation
We’ll help you put your plan into action by guiding you through the process of opening accounts and making relevant trades.
4.
Continued Monitoring and Optimization
At frequent intervals, we will revisit your financial situation and make adjustments to your portfolio, financial plan, or tax strategies as your life or goals change
OUR PROVEN, 4 STEP
Financial Planning Process
1.
Introductory Meeting
We take the time to learn about you, your family, and your financial goals.
2.
Investment and Financial Plan Review
We’ll present an evaluation of your current financial position and a comprehensive plan to meet your needs.
3.
Implementation
We’ll help you put your plan into action by guiding you through the process of opening accounts and making relevant trades.
4.
Continued Monitoring and Optimization
At frequent intervals, we will revisit your financial situation and make adjustments to your portfolio, financial plan, or tax strategies as your life or goals change
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
