Retirement is in Sight
You’re a physician, age 65+, who has worked for Kaiser for over thirty years to build a substantial nest egg. Your children stand to receive an inheritance when you pass away, and you want to make sure you’re leaving them well cared for.
Here's what a WE Alliance D.O.S Analysis might look like for you.
Retired, but Not Stress-Free
You’re a retired couple who has recently been experiencing financial stress from the uncertainties in the financial markets. You have accumulated a diverse mix of assets over the years and are seeking solutions to secure a stable financial future in retirement.
Here’s what the WE Alliance D.O.S. analysis might look like for you:
Case Study # 2The Sprint Toward Retirement
You're a married couple in your 40s with five children. Your income situation is dynamic, as one of you has a predictable income, and the other has an income that can fluctuate wildly.
Here's what a WE Alliance D.O.S. Analysis might look like for you.
Case Study # 3
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Form ADV Part 3 - Client Relationship Summary • Privacy Policy
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858
Disclosure
WARRANTIES & DISCLAIMERS There are no warranties implied.
WE Alliance Wealth Advisors, Inc. is a registered investment adviser located in Roseville, CA. WE Alliance Wealth Advisors, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WE Alliance Wealth Advisors, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WE Alliance Wealth Advisors, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as WE Alliance Wealth Advisors, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WE Alliance Wealth Advisors, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WE Alliance Wealth Advisors, Inc., please contact the state securities regulators for those states in which WE Alliance Wealth Advisors, Inc. maintains a registration filing. A copy of WE Alliance Wealth Advisors, Inc.’s current written disclosure statement discussing WE Alliance Wealth Advisors, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WE Alliance Wealth Advisors, Inc. upon written request. WE Alliance Wealth Advisors, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WE Alliance Wealth Advisors, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
