Your Second Act is Here

At Freeman & Freeman Private Wealth Management we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investment methods designed to help you address your financial needs and concerns.

Past generations counted on substantial outside income to fund their retirement, including Social Security benefits and a corporate pension plan that also may have provided health benefits to retirees. While Social Security remains a crucial part of a retirement plan, pensions are mostly a thing of the past.

The responsibility for funding retirement is moving to the individual. Although there is a wide range of excellent ways to save — including 401(k)s, IRAs, annuities and more — many individuals find themselves questioning if they will ever be able to retire.

The key to a confident retirement today is both KNOWLEDGE AND ACTION.

Knowledge begins with a clear understanding of your financial picture, knowing where you’re starting from and identifying your unique retirement goals. It’s also important to grasp the challenges you might face during retirement. Action is taking steps to put you on the path toward your goals and overcoming the challenges that threaten to derail them.

As financial professionals, it’s our job to provide a strategy that helps ensure your hard-earned money will last you through retirement. As you look forward to living the retirement you’ve always imagined, you may find yourself wondering if you are truly ready.

You’re not alone.  Nearly everyone approaching retirement shares some of the same concerns:

Have I saved enough?
What if there’s a stock market downturn?
Could changes in politics and policies affect me?
What will increased tax rates do to my income?

Achieving long-term financial safety requires careful planning and a comprehensive investment process. Based on your goals and needs, we build a strategy tailored for you. In a world full of uncertainty, rest assured your retirement plan is solid.

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