Weeks Financial:

Getting you TO and THROUGH Retirement:  

Our team believes the journey to financial security is just as important as the destination. As we work with clients to provide direction on these paths, we notice there are two distinct planning opportunities:

Accumulation or Building Wealth: Whether you are 25 years old and just getting started or married, with a couple of kids and college quickly approaching; it is important to have strategies that empower you to reach your goals every step of the way. Our team partners with clients to provide clarity on the road to financial security.  Find Out More

Distribution: You’ve heard it before: “What’s your number?” That would be the number that you need to feel comfortable in retirement. While we agree that there needs to be a number, we also understand retirement planning is much more complex. Our team uses a distribution approach that factors in multiple aspects of retirement such as social security planning, longevity considerations, market risk, health care costs and legacy goals. Find Out More

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The latest from our experts:

As you approach retirement, your focus will quickly change from building wealth through accumulation to managing your money through distribution. The goal of a great distribution strategy to be able to generatea steady stream of income through retirement so you can live confidently and securely.

Getting To and Through Retirement (English)

Brad Weeks, CFP®, ChFC®, CLU®
Wealth Management Advisor

Weeks Financial

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