Retirement Readiness
Determines your preparation for retirement and calculates your probability of success
in real time.
Request a Virtual Appointment
From the comfort of your own home or office
In this confidential meeting, you will:
- Gain access to strategies to maximize your wealth and accelerate your financial goals.
- Uncover areas of financial strength and overlooked opportunities.
- Learn how to protect your assets from market and economic volatility, working to make your finances safe and secure.
- Unlock strategies to create tax-efficient income.
- If you have a business, learn strategies that can increase your cash flow and decrease your taxes.
- Reduce your investment risk and optimize your investment strategy.
- Understand the sizable impact of retirement planning during the Distribution Phase.
- Learn how the right estate planning solutions protect and transfer your assets for future generations in a tax-efficient manner.
- Start to build a properly structured financial road map.
In this confidential meeting, you will:
- Gain access to strategies to maximize your wealth and accelerate your financial goals.
- Uncover areas of financial strength and
overlooked opportunities. - Learn how to protect your assets from market and economic volatility, working to make your finances safe and secure.
- Unlock strategies to create tax-efficient income.
- If you have a business, learn strategies that can increase your cash flow and decrease your taxes.
- Reduce your investment risk and optimize your investment strategy.
- Understand the sizable impact of retirement planning during the Distribution Phase.
- Learn how the right estate planning solutions protect and transfer your assets for future generations in a tax-efficient manner.
- Start to build a properly structured financial road map.
Appointment Request Form
Navigating the complex world of finance can be overwhelming, especially when it comes to retirement planning. That’s why Confidence Wealth Management takes a comprehensive approach to wealth management. We educate and guide you through the four phases of retirement: Accumulation, Preservation, Distribution, and Transfer.
Accumulation
We tailor a savings strategy designed to maximize our clients’ potential for long-term wealth accumulation. We focus on a diversified investment portfolio specific to you.
Preservation
We manage the risks of market volatility and economic downturns to protect client assets, minimize loss and maintain financial stability.
Distribution
We navigate complex retirement income sources such as Social Security and pensions. We guide you with tax-efficient withdrawal strategies.
Transfer
We develop estate plans, set up trusts and upgrade existing plans to ensure a smooth transfer of wealth to future generations. We form charitable giving plans aligned with your values and philanthropic goals.
With our expertise and experience in wealth management, we can help you achieve financial security and peace of mind in retirement.
Evaluations & Reports You'll Receive
OUR CLIENTS LOVE OUR ATTENTION TO DETAIL
Cash Flow Overview
Activate the most tax-efficient distribution strategy and leave more to your heirs or the causes you love.
Personal Finance Website
You’ll receive a custom financial dashboard in the 2nd meeting.
Stock Intersection
The Stock Intersection report identifies gaps you may have in your current plan.
Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This material may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the material is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Any information given is to be considered general, and nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth advisor that can understand your unique situation and give you a customized solution with a complete disclosure. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this material is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the material and may not be valid, may change, and/or may not be true any longer as time passes.
Form ADV Part 2A for CWM contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000 or from adviserinfo.sec.gov