REALIZE YOUR DREAMS
At Viquity, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Viquity Retirement Roadmap
To help you view your retirement strategy from every angle, we’ve created the Retirement Roadmap process. Our blueprint will help unlock the knowledge you need to take control of your money and live a confident retirement, no matter what challenges may arise.
We work with clients to strategically help grow their
wealth so they can achieve their goals.
As you get closer to retirement, you may not even be aware of all the scenarios that could crack your nest egg. We’ll execute a risk assessment and help you land on a diversified strategy for both investments and insurance products that best reflects your goals and concerns.
Tax Planning and
Tax Minimization Strategies
We utilize our tax planning an analysis software, Holistiplan, to review your current or past year tax returns + identify potential tax savings opportunities going forward.
IRA & 401(k) Rollovers
Optimizing your retirement plan isn’t only about accounting for today and tomorrow. We’ll look at what you’ve already done and help you determine whether rolling over from one qualified plan to another would be the right move for your financial situation.
Ensuring your loved ones are financially secure should you pass away unexpectedly is just one of the many benefits of life insurance. We can explain the other ways it can aid you while you’re still alive and help determine whether one of these diverse offerings is right for your retirement situation.
Retirement Income Strategies
Pension programs are vanishing, and Social Security was never intended to fully fund one’s retirement. If you’re concerned about what would happen should you live longer than expected, the fixed income provided by an annuity plan might be the solution you’re seeking.
For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breath a sigh of relief down the road.
The link provided by Viquity Asset Management to the website of Genworth Financial, Inc. does not imply endorsement of Viquity Asset Management by Genworth Financial, Inc. Any information provided by Genworth Financial, Inc. carries no warranty of accuracy for use of the information for any particular purpose.
Legacy + Estate Planning
We work with our clients to make sure their legacy is secured for future generations to benefit. By creating an estate plan, we help ensure our clients can make a difference even after they are gone.