Financial Planning for Affluent Families
- Are We the Right Fit for You?
- Employee and Employer Benefits Planning
- Financial planning
- Asset Allocation and Investment Strategies
- Income Tax Reviews
- Retirement Strategies
- Estate planning
Financial Planning for Business & Non-Profits
- Are We the Right Fit for You?
- Financial Planning
- Employee and Employer Benefits Planning
- Income Tax Reviews
- Cash, Endowment and Foundation Management
- Retirement Plan Strategies
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Contact Us for Asset Management Advice
Call us at: 239-939-3235.
Click here for our address and a map of our location.10 Questions to Ask Before Hiring a Financial Planner
Valuable Information for Affluent Families
- Protecting Your Financial Information From Natural Disasters
- Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Alloca...
- Dealing With Medical and Long term Care Bills
- Harnessing Risk in any Market
- Take Steps to Protect Your Identity Now
Valuable Information for Businesses & Non-Profit Organizations
- Protecting Your Financial Information From Natural Disasters
- Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Alloca...
- Take Steps to Protect Your Identity Now
- Finding Value in a Beaten-Down Market
- How Are ETFs Different From Mutual Funds?
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Retirement Strategies
——- From our financial planning help series ———-
Is traditional retirement planning enough? Many think not.
Traditional retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and asset management. Future income sources are estimated to determine if the retirement income goal will be achieved.
In the nontraditional sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. Our holistic approach to retirement planning and asset management considers all of these areas. We frequently provide innovative ideas in both traditional and nontraditional retirement planning sphere.
Haisman Wealth Management, Inc. along with its consultants provides innovative detailed ideas and strategies in both a retirement plan design area and asset management.
These ideas can be of significant benefit to your wealth over time.
At Haisman Wealth Management Inc., we will help you with all aspects of implementing the appropriate ideas and strategies.
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