Retirement Planning
Plan for the Future You Deserve
Everything you do—earning, saving, and investing—is ultimately about securing a better life for yourself and your loved ones. But have you taken the time to plan for life after work? A well-prepared retirement means financial security, freedom, and peace of mind. Without a plan, you could face uncertainty, financial stress, and missed opportunities in your golden years. That’s where we come in.
At WealthWorks Financial, we take a long-term, strategic approach to retirement planning, ensuring that your post-work life is as well-planned and fulfilling as your career.
A Retirement Plan Built for You
A strong retirement plan means less stress and more freedom—let’s build yours today!
Reliable Income Strategy
We help you turn savings into stable, predictable income using Social Security, pensions, and investments.
Tax-Efficient Withdrawals
Smart strategies to minimize taxes on retirement income and keep more of your savings working for you.
Tax Healthcare & Long-Term Care Planning
Ensure you’re covered for medical costs, Medicare, and long-term care needs.
Legacy & Wealth Transfer
Protect your assets and ensure your wealth is passed on according to your wishes.
Retirement Planning Questions
When should I start retirement planning?
The earlier, the better! The sooner you start, the more time your investments have to grow and compound. However, if you’re close to retirement, we can still develop a strategy to maximize your savings and benefits.
How much do I need to retire?
That depends on your lifestyle, goals, and expected expenses. We help you calculate your ideal retirement savings target based on your unique needs.
What if I don’t have enough saved for retirement?
We specialize in catch-up strategies that can help you maximize contributions, optimize investments, and reduce unnecessary expenses to help you retire comfortably.
How do I avoid running out of money in retirement?
We create a structured withdrawal plan, using strategies like tax-efficient income distribution, diversified investments, and risk management to help you maintain financial security.
Your Financial Future Starts Here
Take the first step toward clarity, confidence, and lasting financial success.
881 3rd Street, Whitehall, Pennsylvania 18052, United States
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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
The cost and availability of life insurance depends on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisor NEtworks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisorsnetworks.com.
881 3rd Street, Whitehall, Pennsylvania 18052, United States
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