The Sprint Toward Retirement
“Are we going to have enough to retire?”
“How much should I be putting away now?”
“How do I know if I’m on track?”
Case Study
You’re a couple in your forties with five children. Your income fluctuates, as one of you is a realtor whose income can vary, while the other has an income that remains steady.
You hear consistent bad news about the, social security and want to make sure you have enough to thrive in retirement.
Here's what a WE Alliance D.O.S. Analysis might look like for you:
Dangers
Opportunities
Solutions
The Outcome? A Foundation For A Better Future.
By systematically addressing Dangers, leveraging Opportunities, and implementing Solutions at this critical time in your life, we can help ensure you are poised for financial success.
With strategic financial planning, tax optimization, and some creativity, you can feel confident in securing your family's financial future while building a legacy for your children.
Your Free Retirement Assessment™
A complimentary 3-step process showing you how to reduce taxes and improve retirement success.
This process will also help you evaluate our services and make an informed decision about working together.
Get Started3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
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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.
