Call us at: 239-939-3235.
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Florida or if you are not a Florida resident we will take the necessary action to comply with the security laws of your state.
Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
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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