FINANCIAL ADVICE TO LIVE AND PROSPER.
WELCOME TO MOUNTAIN BROOKE WEALTH MANAGEMENT
Where Longevity Meets Reality.
The 3 Phase Financial Cycle.
During this phase of life we either work for ourselves or someone else to generate income to meet current expenses (such as a mortgage, groceries, and car payments) while balancing our savings goals for retirement. We explore our independence, marry and have children. Each step in this life phase creates a financial need and our decisions we make regarding debt and savings will greatly impact our path in the future.
Preservation and Retirement Income Phase
As we transition into retirement, we consciously decide to leave the workforce and become dependent on the assets we've accumulated throughout our working years, our social security benefit, and any company pensions available. It's important to review and modify, if necessary, your investment philosophies as you move through this phase.
Wealth Transfer and Distribution Phase
In the final phase of life, creating an effective and efficient transfer of one's estate is a prudent decision. Properly structuring an estate will transfer one's estate to their desired beneficiaries without the exposure of unnecessary taxation and probate.
MICHAEL R. WALLIN, CERTIFIED FINANCIAL PLANNER™, LUTCF | INVESTMENT ADVISOR REPRESENTATIVE
Mountain Brooke Wealth Management | 116 Wilson Pike Circle | Brentwood, TN 37207 | 615-319-7939
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