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Retirement Planning

Are You Prepared For Retirement?

Are You Prepared For Retirement?

At Haynie Wealth Management, we're here to ensure your ideal retirement is not just a goal but a well-prepared reality. As you enter this complex phase, you will face dozens of interrelated decisions that will impact the rest of your life. From optimizing Social Security benefits to crafting thoughtful estate approaches, exploring charitable giving strategies, navigating the maze of Medicare, and implementing the ins and outs of tax planning, our team is dedicated to making your retirement journey smooth and enjoyable. 

Let us be your partners in creating a future where you can relax and savor the rewards of your hard work. We will create a personalized plan to fit your needs. Discover the peace of mind that comes with a comprehensive and tailored approach to retirement readiness.

Are You Asking Yourself:

  • What age should I begin Social Security benefits?
  • How can I minimize taxes on my Social Security benefits?
  • What should I know before applying for Medicare benefits?
  • Is it possible to reduce my Medicare premiums?
  • How can I tax-efficiently donate to Charity (including tithing)?
  • Do I need a Will and a Trust in my Estate Plan?
  • What is the best way to pass along my Estate?
  • Have I saved enough to Retire?  Can I Retire early?
  • How much should I contribute to my Retirement Savings account?
  • Can I do anything to save on taxes during Retirement?
  • How should my money be Invested now and during Retirement?
  • Should I be concerned about High Inflation and Market Volatility?

If so, please complete the form below and one of our experienced financial professionals will reach out to help answer your questions.

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What To expect: The Haynie Wealth Financial Planning Process

Step 1: Understand You and Your Goals

We will take time to obtain and analyze relevant information to achieve a comprehensive understanding of your current course of action. We will then work with you to identify and develop priorities, goals, and personal or family ambitions. This foundation allows us to make thoughtful decisions together that are in your long-term best interest.

Step 2: Develop & Present Recommendations

Our team will then aggregate the data received to create and present a plan that is designed to maximize the potential for meeting your goals. This includes an analysis of your current as well as alternative courses of action. As part of this process, we will inform you of all assumptions and estimates used to develop your financial plan.

Step 3: Implementation

After we have worked with you to determine the best course of action, we will begin to implement the plan. This step involves creating an investment portfolio that is strategically structured by our investment team to meet your unique needs and risk tolerance.

Step 4: Ongoing Monitoring

Our responsibility is to continually keep you informed through transparent reporting and proactive recommendations that are aligned to your goals and objectives. When you have questions, we will be there to find the right answers for you.