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Optimize your assets with a coordinated retirement strategy.
Many Americans approaching retirement discover that the quality of their financial strategy can be just as important as the amount they’ve saved. If you’re wondering whether the pieces are in place to support a confident retirement, now is the time to explore a plan designed to align with your lifestyle goals, income needs, and risk tolerance.
At Wealth Management of America, we work with clients to help clarify the retirement planning process. Kathy Hollingsworth, along with her strategic partners, take a look at your current financial picture—including your portfolio allocations, retirement income sources, and long-term goals—and develop a personalized strategy to support your financial future.
Wealth Management of America services are designed to:
- Align your investments with your retirement income needs
- Evaluate risks across your portfolio and time horizon
- Coordinate with your tax and legal professionals where appropriate
- Provide a flexible framework for ongoing strategy adjustments
Our approach focuses on understanding your goals, organizing your financial picture, and delivering advice in a fiduciary capacity. We believe retirement planning is not a one-time event — it’s a process that evolves with your life. Working with a fiduciary advisor can help you build a strategy that supports both your current lifestyle and your future goals.