At Integrated Wealth Management we don't look at retirement as a time when you stop working. . . it is about preparing you to make decisions for your future without being concerned about running out of money or losing everything to taxes. Retirement shouldn't be about how can I afford it. . . it's about what's next.

We've seen the calculators that will tell you how much money you will need to accumulate in oder to achieve retirement. We have them too. However, achieving retirement has many influencing factors including how much you are saving pre-retirement, how much longer you have to work to achieve retirement, how much volitility/return you can afford to take in your portfolio, the quality of life you wish to have in retirement and what type of legacy you wish to leave behind.  

If you would like to know when you could reach that place in your life when money is not the primary deciding factor in what's next. . . give us a call.

Kevin C. Swanson is a Registered Representative with and securites and financial planning services are offered through LPL financial,
a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
The LPL Financial Representative associated with this site may only discuss investments with residents of California and Nevada.