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Fifty to Sixty

Fifty-to-Sixty, we call it the Run-Up Phase. It's your peak planning stage in your financial lifetime – as seen below in our Financial Life Timeline.

I've worked with hundreds of families, often times these families have come to me after the age of sixty. They've realized they haven't done the planning they'll need later in life, or that they've outgrown their advisor.  Unfortunately, in many of these cases we spend more time planning for probabilities. With age you may feel like you have more financial freedom but you also have more financial constraints as to how you plan position and use your wealth.

Our experience has taught us that families who plan well before they are sixty have the luxury of planning with possibilities, versus planning for probabilities.

JW FinancialLifeTimeline

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Your Financial Planning "Best Before Date"

Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".

What You Can
Expect When
Working With Us

Choosing a financial planner is not a simple choice. We encourage you to interview several potential advisors. It is our feeling that a lot of financial people have lost their way, we haven’t. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you’re ready for a real conversation about your wealth, call us.

 

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J.E. Wilson Advisors, LLC
2431Devine Street
Columbia, SC 29205
803.799.9203 or 888.799.9203

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