LIVING IN RETIREMENT
You’re now living the life you spent many years planning. CapWealth can help you manage the new phase that might seem a bit overwhelming.
OUR CLIENT’S STORY
WE LISTEN
High School sweethearts who both earned a modest wage sought our founder as he was beginning to establish CapWealth. They both knew they wanted to set goals to retire and understood the importance of planning for their future, especially with their income levels.
They continually asked the questions – Can I still help support my family when needed? Will we be able to have the life we’ve grown accustomed? How does RMD, social security, and medicare work?
They continued to take CapWealth’s advice throughout the years. The couple recently retired and are thrilled they exceeded their own expectations by the time of retirement.
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Created a strategy in retirement focused on asset preservation and generating income.
Established a “paycheck” from their assets to replace income from their careers.
Taught them how to manage cashflow.
Discussed generational wealth planning.
WE SOLVE
Working together, we created a plan that fits the couple’s needs and life goals. Helping them develop a plan that they can actually stick to is important to us.
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors’ disclosures, click here.