Nearing Retirement

Get the advice you need to retire with confidence.

Nearing Retirement

Robert and Rebecca are 5 years from retirement. Their children are now out of the house and they are excited about retirement. 

 

They have $1.6 million in savings but worry about whether they have enough money to retire. 

Rob has managed the finances for the family. But he now wants expert financial advice and a relationship with an advisor he can trust. 

Key Questions and Concerns:

  • How can I create sustainable income in retirement?

  • Can I maintain my lifestyle in retirement?

  • How do I tie my investment portfolio to my goals in retirement?

  • What is the best strategy for taking social security?

  • How can I simplify my finances?

  • How can I maximize my employer benefits?

  • How can I reduce risk in my portfolio? 

  • Do I own investments that are unsuitable for me based on my family or individual situation?

 

Request Free Consultation

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018