Humanity Wealth Advisors focus on helping people in pre and post-retirement manage their investments so they’re able to enjoy the best parts of life knowing they have a strong financial foundation.
We know how important it is to you to maximize your money for both short and long-term income, especially when it comes to planning for retirement. We can help you manage your investments in a way that fits your risk tolerance, brings you closer to your goals, and fits your day-to-day income needs.
Here are some of the ways Humanity can help you:
- Evaluate your existing retirement accounts, (e.g. 401k) to ensure that you invested correctly for your age and anticipated retirement date
- Create a retirement plan based on your unique circumstances so you don’t outlive your money
- Find the most efficient way to turn your retirement savings into retirement income so you can live the lifestyle you are accustomed to -Develop an Estate Plan so you are able to leave a financial legacy for your kids and grandkids
- Decide whether you should invest in long term care insurance so you’re less worried about the future
- Start a college fund for your grandchildren to give them a strong financial foundation to start out on
- Plan for larger financial goals like family vacations so you can have the experiences you dream of with the people you love
- Collaborate with other professionals you might be working with such as CPAs or attorneys so that you know all of their efforts are working harmoniously together