Your Road to Retirement Starts Here
It’s time to pack your bags and grab your keys, because your retirement road trip is starting! At Woodland Wealth Management, our goal is for you to venture out on this journey with enough inflation-adjusted income to meet your living expenses and personal needs up until the day you arrive at your destination—wherever that may be!
Before heading out on the open road, you’ll need your Retirement GPS, a written itinerary, and a confident guide. Having a written retirement plan that addresses your specific retirement goals will allow you to stay on track and hitting the right milestones at the right times. The sooner you start preparing, the sooner you can start taking the necessary steps to achieve those goals. Having a knowledgeable and confident guide to help navigate along the way will hopefully help you avoid unplanned detours and dead ends.
Let Us Help You Get Retirement-Ready
Our comprehensive service offerings can help you cover your trek from start to finish, no matter what you encounter along the way. We want you to go confidently toward your destination and be able to relax once you arrive.
Our 5-Step Process Serves as Your Financial Roadmap
At Woodland Wealth Management, we use a unique five-step process to simulate cash flows in retirement that compute the probabilities of financial success. Utilizing this approach helps to ensure you can maneuver any retirement obstacles and get back to your detour-free retirement road trip.
Do you know the five roadblocks that stand between you and a successful retirement?
Chuck Bigbie discusses the obstacles that you may face throughout your retirement journey, how to navigate through potential roadblocks, and looks to let The Retirement GPS show you the way!
Cover Your Retirement Income Bases With Scenario Planning
Read Chuck Bigbie's article on Kiplinger about three strategies to help you plan for best- and worst-case scenarios, positioning you for retirement success.
Three Overlooked Benefits of Estate Planning
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.
An outcomes-based approach to retirement planning.
Chuck was featured in a recent issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. Please check it out today!
Ready to take the next step?
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management, Inc. a Registered Investment Advisor.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22552 - 2023/1/6
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.