Sustaining Funds Throughout Retirement

Our Eagle Wealth Consulting team is eager to accompany you throughout the different stages of retirement. After all, financial preparations are only half of the process — we’re here to see you through the implementation of all of your retirement plans. At a certain point, you may start to worry about how to make your funds last without sacrificing lifestyle comforts. Luckily, our experienced team knows the best ways to maximize the impact of your resources so that you have everything you need while maintaining agreed-upon spending, giving, and saving budget. Even after settling into your new routine, we’re committed to answering your questions and resolving any concerns you may have so that you can experience the stress-free, gratifying retirement you’ve always wanted.

Fostering A Mentality of Abundance

When it comes to sustaining your hard-earned funds throughout retirement, our Eagle Wealth consultants understand the importance of creating thorough financial plans with a spirit of abundance. Instead of advising you to sit on your nest egg of resources for the years to come, we objectively consider your financial situation and create a fulfilling, multifaceted retirement plan that meets your specific goals. The changes that you’ll experience in the coming years don’t have to limit your quality of life or even your giving and donating habits. We believe that you deserve to enjoy your retirement — that’s why we offer financial planning that gives you the freedom to grow, adventure, and continue to experience life to the fullest.

Continue to Give

In the midst of retirement, you may start to wonder about the different ways to utilize your financial resources. Whether you choose to spend, save or donate your money is entirely up to you (taxes excluded), and there is no reason to think that retirement will prevent you from donating to important causes or giving to those you hold dear. Our consultants will carefully craft a retirement plan that fulfills your giving goals and respects your wishes, making sure that every decision is made as a team. We can offer you, reliable counsel, on leaving assets to your heirs tax-free or even how to donate a highly appreciated stock to a charity of your choice. No matter how you choose to make use of your retirement funds, Eagle Wealth consultants will be your guide to responsible, advantageous financial planning.

Updating Your Estate Documents

When it comes to building a legacy that your family and future generations can enjoy, our Eagle Wealth consultants have the expert eye you need. We’ll make sure that you have all of your necessary estate documents in a timely manner, including a will, healthcare directive, and durable power of attorney. Even if you have completed these documents in past years, it’s important to make sure that everything is up-to-date and in accordance with current law to limit the risk of complications. Our detail-oriented team will work with an estate attorney to make sure that you are prepared for the unexpected and that you can leave your loved ones an abiding legacy.