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Our Philosophy

FIERCELY INDEPENDENT. WORKING STRICTLY FOR OUR CLIENTS

Our company ethos is one of independence and personal service. It’s the core of who we are and why we do what we do. Receiving financial advice driven by your goals – not investment products – leads to better outcomes for you.

FIERCELY INDEPENDENT. WORKING STRICTLY FOR OUR CLIENTS

We believe in . . .

  • Serving our clients, our community, and our colleagues
  • Keeping your goals and investments aligned in an ever-changing world
  • Asking the tough questions
  • Pausing to listen
  • Doing the right thing, every time
FIDUCIARY PERSPECTIVE

FIDUCIARY PERSPECTIVE

Wyatt Financial & Insurance Solutions, LLC, values alignment of interests with our client families above all else.

RETIREMENT FOCUS

RETIREMENT FOCUS

As you enter this new phase of life, so too must your financial strategy. It's a different arena with a whole new set of challenges, opportunities and rules; and we have the home team advantage

RETIREMENT INCOME PLANNING SERVICES

RETIREMENT INCOME PLANNING SERVICES

Messing up on your retirement planning isn’t really a mistake that you can come back from. Retirement is the final stage of life, and if you didn’t put in the time earlier in life to start saving for it, you’ll have lost out on thousands of thousands of dollars.

Saving for retirement isn’t as easy as simply putting money in your piggy bank every week. In addition to saving money, it is also important to know how to manage your 401k, which investments are prudent in the long-term, how to get the maximum benefits from social security, and more. There is nothing more important you can be doing for your finances right now than preparing for retirement.

HOW FINANCIAL ADVISORS CAN HELP YOU WITH RETIREMENT PLANNING

HOW FINANCIAL ADVISORS CAN HELP YOU WITH RETIREMENT PLANNING

Retirement income planning is a complicated beast, and it’s not uncommon at all for the average person to have a hard time understanding all the complex minutia that’s involved. Here are some of the many things that our retirement income planning team can help you with:

  • Understanding your net worth, and the future value of your current savings with factors such as inflation taken into account
  • Which investments are worth your time — and which ones will cause you to lose thousands in retirement savings
  • Minimizing the amount of money that the IRS takes from you
  • Everything you need to know about IRAs and 401ks, and how to take max advantage of them according to your circumstances
  • Setting a general retirement date that will be best for your specific situation
  • Maximizing social security benefits and knowing when to file
IRA AND 401(K) PENSION ROLLOVERS

IRA AND 401(K) PENSION ROLLOVERS

When it comes to your IRA or 401(k) investment funds, you do have options, but to be honest, there aren’t many that won’t cost you money in the long run. Keeping your 401(k) with your employer is often allowed, but you won’t be able to contribute any more to your investment, and you could become vulnerable to fees and/or taxes. You could cash out, but this is simply an all-around bad idea. Cashing out your 401(k) before you retire could mean losing up to 40 percent of your investment to expensive fees and taxes.

MAXIMIZING YOUR SOCIAL SECURITY

MAXIMIZING YOUR SOCIAL SECURITY

When it comes to planning your retirement income, it’s incredibly important to consider the social security benefits you’ll be earning. Unfortunately, it’s not as cut and dry as just relying on a given number — the amount of your social security benefits are determined by a number of factors. There are several things you can do to maximize your social security. At Wyatt Financial, we can take an in-depth look at your specific situation and give you professional advice on how you can maximize your benefits.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@wyattfinancialsolutions.com  |  833-777-2224