Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
What do you do when you’ve lost your way?
With GPS these days, it’s almost embarrassing to admit being lost. And now, there seems to be a technological equivalent to GPS for everything else in our lives.
It seems like we should never lack for answers. All we need to do is ask…Alexa. Or Siri. Or…well, you get the idea.
But sometimes, technology doesn’t merely fail to find answers for us. When life takes a wrong turn—or suddenly speeds up faster than we can handle—technology downright interferes with finding our way back.
After all, what’s the point of asking Google…when you aren’t even sure what to ask in the first place?
Same thing with your money, right?
Think about it. It’s one thing if you’re starting to save for retirement. Or if you live off a pension and Social Security, and have a modest nest egg to secure. You need a good Generalist. Someone with lots of information and answers at their disposal.
Kind of like Google.
But if you’ve accumulated a more substantial nest egg…if your income sources go beyond wages to include things like stock grants, deferred compensation, investment income and more. If retirement is closer than merely the light at the end of the tunnel…
If retirement has to last decades, through countless market cycles, changes in health, taxes…And take care of the next generation. Or two.
Are you going to entrust that to a Generalist? Of course not.
You’re going to find a Specialist—and not only one person, but a team, to guide you personally from beginning to end. A team that understands everything that can go wrong—and a lot can go wrong—and can help you protect yourself.
At Sea Glass Wealth Advisors that’s how we treat your retirement.
Because we don’t believe retirement is merely the end of your working years. Not merely another financial life event. Your retirement requires more—and deserves more—than professional guidance. More than help from a group of qualified professionals.
While we recognize the critical importance for superb technical tools and knowledge—our extensive training, experience, and credentials speak for themselves—we also recognize that kind of knowledge isn’t sufficient for a retirement like yours…
What you need is a true team. A caring team. One with the kind of experience working together—helping folks like you plan for the future—that makes everyone better.
Kind of like sea glass.
The thing about sea glass is…the harsher the conditions it’s subjected to by nature, the smoother, shinier, more colorful it is. In other words? More valuable.
Leveraging a powerful combination of our independence and the resources of Thrivent Financial, we know how to take you from wherever you are today…to the tomorrow you deserve.
How? Simple…we do it by helping you SHAPE your purpose.
SHAPE your purpose begins when you SHARE your goals and dreams…so you can get crystal clear what tomorrow can look like for you. From there, we HELP you decide the option for partnering with us that suits your needs the best.
We believe in holistic principles, so you can maximize your potential…without overlooking preparing for the unexpected. That means we put ALL the pieces together for your retirement…including investments, tax planning, insurance, and more. Even your estate.*
But most of all? It’s one thing to plan for a comfortable retirement, one that lasts for decades. One that’s defined by a lot more than merely no longer working.
A time when you continue to grow. To appreciate life. And loved ones. A time for giving back, too, for focusing more on your investment in your family. Perhaps…the most important time of your life.
Which means it’s an altogether different thing to actually retire. Putting your plan into action means to PURSUE your purpose. So even though we make sure you’re prepared, we don’t shake your hand and wish you good luck! We accompany you on the journey.
Because you’re going to need help to EVALUATE when to stay the course…and when to make changes.
The thing is, stuff will go wrong! Retirement may last for decades. There’s no telling what might happen. Market volatility, changes in tax laws, health issues…who knows? Not only that, there’s more than a slight chance your plans won’t remain exactly the same.
We call that life.
But no matter what, you want to ensure you get where you’re going. After all, that’s kind of the whole point, isn’t it?
Sea Glass Wealth Advisors. The team your future deserves.
Image: Sara Codair