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ALREADY RETIRED

You want to leave a legacy for your children and grandchildren. You are reviewing your living trust to verify that it represents your current desires. You are preparing for future health care needs. You may be exploring the pros and cons of retirement communities and assisted living facilities.

For more than 20 years, Wealth Quest Partners has been helping retirees and their families. We understand the unique concerns you face and can assist you in addressing the financial issues that arise so you can focus on fully enjoying your retirement.

 some questions we can help you answer:

  • Will I have enough income and assets to last throughout my retirement?

  • How can I minimize my income taxes?

  • Should I downsize my residence?

  • Should I consider a reverse mortgage?

  • Do I need health insurance beyond Medicare?

  • Do I still need life insurance?

  • Am I taking too much or too little risk with my investments?

  • What should I do with my annuities?

  • How can I utilize my investments to meet my needs and goals?

  • What’s the best way to leave money to my heirs and selected charities?

Ready to learn more? Let’s talk.