Wellington Wealth Strategies
Our Core Services
Bringing Financial Dreams to Life
At Wellington Wealth Strategies, we believe everyone should be able to live the retirement they’ve always wanted. Our team of experienced professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. With that in mind, here is a summary of the core services we offer.
Retirement Income Planning
When entering your retirement phase, you are no longer earning a working income. You transition from a savings and accumulation phase of life into a spending and distribution phase.
While we all understand there are no absolute guarantees in life, planning for income security is at the foundation of a thoughtful retirement strategy. This includes maximizing Social Security, income distribution, and more.
Wealth Management
Inflation, unexpected expenses, and more! Predicting the unpredictable is impossible. That’s why it is important to have a certain amount of your nest egg in investment products. At Wellington Wealth Strategies, we’ll help build a financial strategy designed for you with your dream retirement at the forefront.
Estate & Legacy Planning
Our carefully-crafted Estate & Legacy Planning process can help you pass on much of your hard-earned wealth to your loved ones. The earlier you explore your options, the better you will be positioned to enhance your legacy. We work with our clients to make informed decisions regarding how to plan for long-term care expenses. Together, we will create a plan that is suited to your needs and circumstances.
