Retirement Planning
Planning for retirement requires careful preparation and a prudent investment strategy. Whether a client’s desire is to create an income stream that will ensure a comfortable retirement or to preserve assets to pass on to heirs, Olewine Financial Group can help clients construct a portfolio that will help meet their needs based on the individual’s risk tolerance and available assets.
Retirement Income Analysis
For clients seeking a disciplined investment strategy, Olewine Financial Group offers customized investment allocation plans that, if properly implemented, can help them meet their retirement goals. Key considerations in creating our client’s investment allocation plans include the individual’s top financial objectives, investment time horizon, risk tolerance, tax situation and cash needs.
Our rigorous asset allocation process results in broadly diversified—yet highly efficient—portfolios for our clients. Using a transparent, process-oriented approach allows our clients to take part in selecting a viable retirement date and asset accumulation goal.
Retirement Account Consolidation
Account consolidation is often the first step helping our clients to reach their retirement objectives. By consolidating a client's IRAs and other retirement plan assets through Olewine Financial Group, clients may benefit from:
- An integrated investment strategy that allows the client to closely monitor asset allocation strategy
- Access to a variety of investment# vehicles that may not be available in a company sponsored retirement plan
- Beneficiary consolidation to facilitate estate planning
In many cases, clients are eligible to roll over assets from their employer-sponsored plans (401(k)s) into an IRA, and potentially increase their investment flexibility. In order to determine whether you qualify, please contact a representative of Olewine Financial Group.
