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Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
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Wealth Enhancement

As your trusted advisors, our goal is to help you build and enhance your wealth, giving you the freedom to live your retirement years with financial confidence. Through careful planning, we can often help alleviate concerns about the resources needed to enjoy your retirement years to the fullest.

We'll examine your current assets, years until retirement, and retirement goals. Next, we'll create a customized retirement and year-by-year cash flow plan that considers Social Security income strategies, longevity risk, inflation, tax bracket planning, healthcare costs, and the possibility of long-term care. The resulting plan will be designed to help you leverage the assets you have today with wisdom to grow your assets over time to provide a predictable and sufficient retirement income.

Once you're ready to retire, we'll assist you with answering the most pressing questions that come with this new stage in your financial life, including:

  • From which account(s) should I draw my retirement income?
  • What are the tax consequences of my choices?
  • What strategies can I employ today to help protect my assets for tomorrow?
  • What is my monthly retirement budget? How can I plan for larger expenditures?

Ultimately, our goal is to help you live your dreams with confidence and security—no matter what your dreams may be.

Financial Briefs

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