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.
Look at Your Life
A happy retirement isn't just about saving or spending as little as possible…
It's about living your best life.
That’s why our first step is to get clear on your retirement goals and the impact you want to have on the people who matter to you.
Answering those questions now helps ensure you focus on what's really important up to and during retirement, and will also give clarity on your best next step to get there.
Observe Potential Obstacles
Obstacles in life — and retirement — are inevitable. But they're easier to handle when you can see them coming.
In this step, we'll take a look at the potential obstacles so you can start preparing for them now and get to retirement successfully.
What You Leave Behind
Just as a boat leaves a wake, your choices affect your own life and the lives of other people.
In this step, we'll look at the impact you want to have and the legacy you’ll leave to the people who matter most to you.
Doing that will give perspective and help you get clear on what matters most.
Customized Wealth Management Services
Riverbend Wealth Management Services in the
Myrtle Beach Area and Beyond
Retirement Planning
Estate Planning
Financial Planning
Tax Planning
Education Planning
Insurance Planning
Other Planning
Investment Planning
