New scientific reports tell us that 72 is the new 30 – in fact, increased life expectancy has left many people unprepared for the cost of a healthy, enjoyable retirement – one that has the potential to last for decades.
Ruggie WealthCare® is a unique four-step financial-planning process and ongoing action strategy to help provide retirees and those nearing retirement achieve financial peace of mind.
This process reflects our commitment to providing answers to vital questions such as, “Where are you financially right now?”, “Where do you want to be?”, “Do you have enough resources to last throughout your retirement and if not, what else can you do?”, “Are you asking the right questions?”, and “How do you know your financial advisor is working in YOUR best interests?”
The Difference Between A Dream And A Goal Is A Timeframe For Making It Happen.
Whereas most four-step processes start with a meeting, then getting to know your goals, then looking at your risk tolerance, then creating a strategy, then meeting again to discuss the strategy, then figuring out where to invest your resources, then getting together again to discuss it, and on and on and on… our four-step approach quickly puts verbs in sentences and strategies into action. We evaluate the correlation between the money you have, the money you need and when/how long you will need it to enjoy life to its fullest.
Because we believe in the importance of reporting and accountability, we strive to eliminate layers of complexity in our methods of reporting. When possible, we create one convenient account with one statement and a single, unified view of your entire investment strategy performance. We also believe in communicating with you about your plan on an on-going basis and have put many steps into our internal systematic process to assist you on an on-going basis.
Choose your Financial Planner as Carefully as Your Heart Surgeon.
Living a retirement full of activity with decades of health, happiness, and prosperity depends, to an ever-increasing degree, on the action you take now.
Whether you live in The Villages® community, Lake or Sumter County, Winter Park, or anywhere in Central Florida, we invite you to talk to us today to check on the health of your retirement finances. Call 352.343.2700 to schedule your free Ruggie WealthCare checkup.