You Are Nearing Retirement Or Are Recently Retired
And You have questions
"Is continuing TSP my best option to reach my personal and specific retirement goals?"
"I am enrolled in FERS. How do I maximize what's in my TSP to continue generating wealth & income on top of my retirement pension?"
"How do I grow and protect my retirement funds from taxes and inflation?"
WE Are Here For You
"Our relationship with our clients is extremely important to us. You can know that 100% of what we do for you is in your best interest. We understand the importance and level of care you and your family deserve. We work very hard to make sure you are covered and all your goals are being met with the best of our ability." - Chris Hampton
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Introducing your WE Alliance Wealth Vault:
If something were to happen, would your spouse, family, or loved ones know how to carry out your carefully crafted planning?
All too often, families are left scrambling, woefully unprepared to step into your shoes to implement your planning.
But for WE Alliance clients, our innovative Wealth Vault and "One Page Plan" process summarizes each key area of your plan, so your family can easily access the way you’ve prepped for
- Volatile markets
- Your proactive tax strategies
- Protection from outliving your money
- Plans for social security
- Long term care plans
- Estate planning
- And more
Not only is your plan easily accessible and easy to follow, but all of your key documentation is readily available, which is the ultimate key to making your plan successful when it's tested.
Access your WE Alliance Wealth Vault by becoming a client today.
TSP Retirement
Case Studies
CASE STUDY # 1
Retirement Planning Journey
Meet the Reed's, a retired couple who have recently been experiencing financial stress due to the uncertainties in the financial markets. Both having retired from federal careers,
they have accumulated a diverse mix of assets over the years and are seeking solutions to alleviate their concerns and secure a stable financial future in retirement....
CASE STUDY # 2
Retirement Financial
Stress Relief
Captain Navarro, a dedicated naval officer with over three decades of service, is preparing for his retirement. As he looks ahead to this new phase of life, Capt. Navarro is keen on achieving specific financial and lifestyle goals.
His primary objectives include reducing stress in retirement, minimizing tax liabilities......
CASE STUDY # 3
Financial Strategy for Wealth Accumulation
David is a 49 yr old federal worker. He’s married with 5 children ranging from 6 to 27 years old. David's income as a Federal Special Agent brings him $200,000 per year. His wife Sarah earns income as a successful realtor with
income ranging from $100,000 - $500,000 per year.
This case study highlights their....
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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.
