Financial and Retirement Planning
Do you have a plan to reach your financial and retirement goals? With qualified staff and professional services, our team will analyze your goals and discuss the potential financial and retirement options available to you. It’s essential to recognize the importance of financial and retirement planning at every stage of life. Our dedicated team can help you plan not only for retirement, but also to reach additional goals on the path to your retirement. Do you have a plan for purchasing a home, saving for your children’s education, changing careers, reaching charitable goals or making large purchases? Welgaard can help!
Together, we will create a financial plan that helps you create goals and form a road-map to obtain your goals. To create the best road-map, we use a holistic approach looking at all your income sources as well as minimizing risk.
During your financial and retirement planning, you can learn more about budgeting, investments, how to make your money work for you, estimating and minimizing taxes, funding for education, estate planning, Medicare, risk management, and social security planning. Our team will inform you on ways to minimize risk with life insurance, disability, and long-term care, how to develop an exit plan, learn about retirement income, and withdraw strategies in retirement. We will continue to monitor your retirement plan so when things change or major events happen in your life, we adjust the plan to account for those changes in order to help keep you on track. After all, financial planning is an ever-changing process, not an end product.
Let Welgaard assist in helping you reach your financial goals! We are currently scheduling appointments to individually review financial and retirement planning with our clients.
*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners.