LIVING IN RETIREMENT FINANCIAL PLANNING
You’re now living the life you spent many years planning. CapWealth in Franklin, TN can help you manage the new phase that might seem a bit overwhelming.
OUR CLIENT’S STORY
WE LISTEN
High School sweethearts who both earned a modest wage sought our founder as he was beginning to establish CapWealth. They both knew they wanted to set goals to retire and understood the importance of planning for their future, especially with their income levels.
They continually asked the questions – Can I still help support my family when needed? Will we be able to have the life we’ve grown accustomed? How does RMD, social security, and medicare work?
They continued to take CapWealth’s advice throughout the years. The couple recently retired and are thrilled they exceeded their own expectations by the time of retirement.
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Created a strategy in retirement focused on asset preservation and generating income.
Established a “paycheck” from their assets to replace income from their careers.
Taught them how to manage cashflow.
Discussed generational wealth planning.
WE SOLVE
Working together, we created a plan that fits the couple’s needs and life goals living in retirement. Helping them develop a financial plan that they can actually stick to is important to us.
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