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Retirement Planning

 “Do not go where the path may lead, go instead where there is no path and leave a trail.”
– Ralph Waldo Emerson

Retirement, or what we like to call your "second act," is a deeply personal journey that varies greatly from one individual to another. Whether it involves continuing to work, engaging in charitable efforts, spending more time with family and friends, indulging in hobbies, or traveling, it’s crucial to have a clear understanding of your motivations—your "why"—for this next phase. Our retirement planning empowers you to craft your ideal retirement, enabling you to focus on what matters most to you, free from financial worries.

Our retirement planning services include:


   ✓    Identifying your why.
   ✓    Building a plan to retire on your terms.
   ✓    Ensuring that your plan is flexible enough to pivot as your goals or life changes.
   ✓    Holding you accountable to take timely action steps.
   ✓    Enhancing portfolio growth through cost-effective, tax-efficient, and risk appropriate i
nvestments.
   ✓    Monitoring and tracking your savings progress before retirement, and the sustainability of

          your withdrawal rate while in retirement.
   ✓    Conducting scenario-specific forecasts to help you make more informed decisions.
   ✓    Structuring your retirement savings so you have dependable monthly check coming in during retirement.
   ✓    Implementing tax-reduction strategies for both saving prior to retirement and while
withdrawing from your portfolio in retirement
   ✓    Addressing obstacles that inevitably arise along the way.
   ✓    Acting as your sounding-board for all your personal finance questions


Our goal is to deliver fresh, honest advice when you need it, empowering you to navigate your retirement with confidence.

Ready to start? 

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Clarify your vision.

Simplify your wealth management.

Focus on what truly matters.

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© 2024 Gather Wealth, LLC

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

 

Investment advisory services offered through Guardian Wealth Advisors D/B/A Gather Wealth, LLC. Guardian Wealth Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Raleigh, NC. Registration does not imply a certain level of skill or training.

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