SCOTTSDALE, Ariz.–(Newsfile Corp. – Oct. 29, 2022)–FirstLine Financial announced the launch of its Written Retirement Action Plan (WRAP) methodology to help baby boomers retire.
Will Murray
The FirstLine plan has proven successful in guiding people through this complex process. As the name suggests, this unique method “wraps” investment, tax relief, estate planning, medical planning, and income all into one effective approach.
The WRAP methodology includes four steps: discovery, strategy, implementation and completion. This method is tailored to each individual’s specific financial situation, goals, and values. With these key factors in mind, it is FirstLine Financial’s goal to reduce the financial stress of the retirement process.
Will Murray said, “People don’t have to worry about the economy or their wealth on a daily basis. Wealth Advisor at Firstline Financial. “Too many people haven’t looked at their portfolio or retirement plan for decades, but when they retire, it becomes their focus.”
Their WRAP methodology continues to focus on the importance of a seamless transition from wealth accumulation to long-term distribution plans as retirement approaches. This reduces the overall risk of your investment portfolio.
FirstLine Financial’s plan emphasizes the idea that assets should be distributed differently during retirement than during wealth accumulation. Time and time again, it has proven very difficult for a person to recover from a loss while making withdrawals from an investment account.
“The biggest threat to retirement planning is not knowing when to transition from accumulation planning to distribution planning,” Murray said. “Unfortunately, it is the retirees who will be hit hardest in the down market.
For more information on FirstLine Financial’s retirement planning services, please visit https://firstlinefin.com.
about:
front line finance connects individuals who want to grow and protect their capital, offering services previously accessible only to ultra-high net worth investors. The team specializes in retirement planning, providing hardworking individuals with data-driven strategies for portfolio management and comprehensive financial planning.
Media contact:
Will Murray
Wealth Advisor
[email protected]
https://firstlinefin.com
Advisory services are provided through FirstLine Financial LLC, a registered investment manager in Arizona. Insurance products and services are offered through our affiliate, FirstLine Wealth Management LLC.
The views expressed are those of the authors and are not intended as investment advice or as predictions or guarantees of future results. All investments involve risks, including loss of principal, and cannot be guaranteed against losses by banks, custodians or other financial institutions. Advisory services are provided through his FirstLine Financial LLC, a registered investment manager in Arizona. Insurance products and services are offered through our affiliate, FirstLine Wealth Management LLC.
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