Retirement Planning at IAG Wealth Partners in Waukesha WI

Financial retirement planning considerations:

  • How much is enough for retirement?
  • What’s my number? How much do I need to live the retirement I’m dreaming about?
  • How will taxes impact my retirement?
  • Do I need life insurance? What about long-term care insurance?
  • How can I afford rising health care costs and care for aging parents?
  • How can I impact my community and still stay on track for retirement?
  • What are my dreams vs. my reality?
  • Am I on track?

Whether you are 45 or 65, IAG can help you create a plan that seeks to build wealth toward retirement and then manage it as your life unfolds. We’d like to be your financial retirement planning resource. Let’s talk!