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Assessment

Why

Why

To help evaluate your retirement path.

What

What

A free assessment using our FLOW™ framework that will give clarity on your retirement path.

Who

Who

Business owners and retirees who want to transition to and maintain a successful retirement.

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

Three Big Answers

Get clarity on your path to retirement and answers to the three big questions

15-Minute Call

The first step is a 15-minute phone call with our team.

How Do I Know If I’m a Good Fit?

Our ideal client has as least $500K in investable assets,
and fits in one of the following buckets:

I'm a Business Owner Nearing Retirement

Your path to retirement has a lot more moving pieces than someone who’s an employee. Do you have a succession plan? Will you be selling the business or passing the reins to someone else? Have you made plans to successfully retire? And more.

I am Getting Ready to Transition Into Retirement

This is when you’ll be making decisions that will tremendously affect your life in retirement. When should you begin Social Security? Do you have a cash cushion for emergencies? Will you have enough for your possible life expectancy? And more.

I’m Already Retired or I Relocated to the Carolinas

Your move could result in added complexity when it comes to your retirement, since state laws vary. Is your will updated? Do you need a doctor recommendation? Do you prefer dealing with someone local — who can be there if one spouse passes? And more.

Find Your Financial Markers

Your Financial Markers play a key role in navigating your day-to-day path to retirement.

On the call, we'll calculate your Financial Markers, so you know where you're at currently and how much you'll need to reach your financial goals.

That way, you can move forward with confidence.

Schedule Call

Customized Wealth Management Services

Riverbend Wealth Management Services in the
Myrtle Beach Area and Beyond

Retirement Planning Services by Riverbend Wealth Management

Retirement Planning

Estate Planning

Financial Planning

Tax Planning

Education Planning

Insurance Planning

Other Planning

Investment Planning

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Step #1 - Schedule a No Obligation Assessment Today!

Schedule Here