Planning to Pursue Your Complex Goals
Whether you’re working, approaching retirement or already living in retirement, it’s common to have competing financial goals and objectives. Knowing how to prioritize and pursue them simultaneously can often feel overwhelming. But this is where Lohnes Wealth Management excels. We’ll help you identify, clarify and prioritize your goals and objectives in a way that supports your underlying values and that’s tailored to your specific needs as a union member. This part of our process enables us construct a firm foundation for your personalized financial plan.
Your Plan, Personalized from the Beginning
To work toward your goals and objectives and to support your underlying values, we need to know your starting point — where you are now, versus where you want to be in the short, intermediate and long term. For this reason, and as part of our responsive approach specifically designed for union members like you, we’ll help you organize and analyze your financial information, including existing investments, liabilities, tax concerns your personal budget, wills, insurance coverage and more. This information helps us mark out the path toward your desired financial future.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
Your Customized Financial Plan
Our process is designed to help hard working families harness the greater potential of their pension plans. Methods that work for individuals in other industries might not be the optimal approach for you. We’ll put our specialized knowledge of union member pension strategies to work for you. While our process looks similar for each of our clients, we tailor your experience to help suit your specific situation and preferences. The outcome is a highly personalized, robust and dynamic financial plan designed to help you confidently pursue your desired lifestyle and retirement.
How Often Should You Update Your Estate Strategy?
Navigating Retirement Pitfalls
