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Retirement Planning

Helping you build and protect wealth

David Wise has the training and over 16 years experience to help you develop retirement strategies to achieve your financial goals and dreams. He can offer you guidance and innovative solutions to help you create a worry-free retirement.

Planning for retirement can be daunting, as there are many types of plans: 401(k), "Safe Harbor" 401(k), 403(b), Traditional IRA, Roth IRA, SIMPLE IRA, SEPP IRA, Defined Benefit, Defined Contribution, to name just a few. David Wise can help you make sense of it all.

With modern medical advances, we are living longer. In the future, we may actually experience a time when some people live for a longer period of time in their retirement years than the number of years they spent working. This poses an added challenge as we plan for retirement, as we must either plan to save more, work longer, achieve a higher rate of return, or possibly a combination of all three.

Contact us today to schedule a retirement planning meeting with David Wise, LUTCF, CLTC, AFIS (Agribusiness and Farm Insurance Specialist), FSS.

 

 

 

 

The information contained on this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation.  This website site and all information contained herein is a solicitation to conduct business in the state of Virginia.