Mark Twain said it best:
“I am more concerned about the return OF my money, than the return ON my money”
The following questions, we can help you answer:
- How much retirement income can I generate to live the lifestyle I desire?
- How can I make my retirement portfolio last the rest of my life?
- How do I minimize taxes on my portfolio?
- How do I transfer my wealth to my heirs and minimize the tax impact?
- How can I simplify my financial life?
- How can I grow my wealth, but still sleep soundly at night?
AimWest Financial & Insurance Solutions will design and implement a game plan that addresses all of these questions and more, depending upon your needs.
Use the calculator below: WILL MY MONEY LAST THROUGHOUT MY RETIREMENT?