Retirement Planning



To look deeper into whether the 4% rule can be right for you, first look at where you are in the Retirement Cycle. At Strategy Wealth, we know that investors come in all forms, stages and walks of life. Even if you don’t know when or how you plan to retire, talk to your Wealth Advisor as soon as you begin thinking about funding the future. We can help you define your goals so we can strategize how best to fund each of them. Your Wealth Advisor can also assist you in aligning and prioritizing your goals so that if you are working as a store greeter at 95 it’s because you want to, not because you have to. No matter where you find yourself today, there are 3 basic categories to know about in every financial life – Accumulation, Preservation and Distribution. Click each of the topics below to learn more.

Accumulation

Preservation

Distribution

Accumulation, Preservation, Distribution. Every phase requires a customized approach and every investor has their own needs. At Strategy Wealth, John Maloney and Elaine Dennis are both CERTIFIED FINANCIAL PLANNERTM professionals, with the combined knowledge and experience to help you define and work toward each of your financial goals. Talk to us today to learn more!