Freedom To Live The Life You've Earned.
Let Us Guide You
At Silver Strand Wealth Management, we understand that a fulfilling retirement starts with a solid plan. Our disciplined planning process is designed to align with your unique goals, risk tolerance, and life stage, while remaining responsive to the ever-changing market landscape.
Whether planning for retirement, beginning retirement or enjoying your retirement, our team is available to help address your unique needs every step of the way.
What we can offer you:
We understand that every financial journey is unique. That’s why our personalized services are designed to align your values, goals, and vision for the future.
Retirement Readiness
As you plan for your retirement – whether years away or just around the corner – we will help as you consider:
- Tax-Efficient Savings
- Wealth Management
- Retirement Readiness Projection
Retirement Implementation
The actions required to help you in launching your own retirement may exceed what you had expected. Our experienced team can provide:
- Retirement Implementation Checklist
- Guidance on Medicare Enrollment and other healthcare options
- Social Security Guidance
- Retirement plan distribution options
Retirement Lifestyle
We can help you realize the lifestyle you envisioned for your retirement. We understand this transcends the financial concerns. In addressing these concerns, we can help you focus on what matters most to you. We can help you with
- Understanding when to claim Social Security
- Identifying available assets to fund retirement goals
- Estimating retirement expenses
- Revisiting your plan as circumstances change
Estate Planning & Wealth Transfer
Many of our clients view their assets as a legacy and an opportunity to extend their vision for that wealth to family, friends and their communities. We invite you to get acquainted with our approach to wealth preservation and transfer and how we can support you as you make plans for your wealth.
With our counterparts within Wells Fargo, we can help provide
- Integrated Estate Plans
- Tax, Legal and Financial Coordination
*Wells Fargo Advisors Financial Network does not provide legal or tax advice.