Helping You Plan for Retirement

At WNY Asset Management, we understand that you’ve earned the right to enjoy your retirement years. Whether you’ve just started to think about retirement, or you only have a few more years to go, we can help you reach your goals.

We’ll start by talking with you about your retirement plans. Do you want to travel through Europe, cruise the Bahamas, or simply enjoy the good life at home? Whatever your dreams may be, you’ve probably already made some assumptions about how much money you’ll need. Our wealth managers can review your plans, and tell you if your assumptions are reasonable based on your expected standard of living.

Once we know how much you’ll need, the next step is to develop a plan to help ensure that you can retire on your timeline. We’ll review your entire portfolio, from 401(k) plans and pensions to stocks, bonds and other investments you may have. Then, we will explain how much income you can expect to draw from each investment, how to get the most benefit out of each one and, with the help of your CPA, figure out what tax implications you should consider. As you approach retirement, we will continue to review your retirement plan and make adjustments as necessary.

Contact us today if you are ready to retire or are just starting to think about it.