At Alpha Wealth Partners, we want your money to work for you, even after you’re finished working. This is a difficult, yet necessary topic to discuss with our clients. We all know that legacy planning is an inevitable part of life. We’re sensitive to this, so we help our clients determine what they need to maintain a lifestyle throughout retirement and into their legacy.
- What kind of lifestyle do you see for yourself in retirement?
- How much money will you need to retire comfortably?
- What impact will inflation have on your income?
- Would you like to have the freedom to slow down or retire early?
- What do you want to leave behind to your heirs?