Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that's not necessarily the case.

According to a recent survey, nearly half of Baby Boomers cite outliving a retirement nest egg as their biggest retirement fear.1 Despite this, the survey revealed that only 24% of Baby Boomers have a written financial strategy for retirement.2

That’s where we come in.

We use a variety of investment products along with insurance products, such as annuities, to help reduce your overall risk and increase your enjoyment in retirement. From tax-efficient strategies to investment advice to protecting some of your assets — we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Transamerica Center for Retirement Studies. August 2021. "21st Annual Transamerica Retirement Survey of Workers." Page 83. Accessed May 12, 2022.

2Transamerica Center for Retirement Studies. August 2021. "21st Annual Transamerica Retirement Survey of Workers." Page 113 Accessed May 12, 2022.

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Retirement Income Strategies

We can help you decide which types of products may work better within your overall financial strategy.

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Wealth Management & Investments

You may be able to use time to your advantage when investing for wealth accumulation.

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Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products may help.

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Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Asset Preservation Strategies

Diversifying your retirement assets among a variety of vehicles can help you work towards meeting your retirement income goals.

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Long-Term Care Strategies

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

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IRA/401(k) Rollovers

We can help you determine if a rollover is the right move for you.

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IRA legacy planning

If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.

We can also refer you to professionals who provide the following services:

Estate Planning
Tax Planning

Insurance products are offered through the insurance business Wadsworth Financial Consulting, LLC. Wadsworth Financial Consulting, LLC is [also] an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Wadsworth Financial Consulting, LLC are not subject to Investment Advisor requirements. AEWM and Wadsworth Financial Consulting, LLC are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Wadsworth Financial Consulting, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.