You worked hard, raised a family, and saved what you could along the way. Now what? Knowing how to replace a steady income with your savings can be a daunting task.
Our approach will help you design a plan to provide for your needs while addressing such important questions as:
- How can I make sure my investments last for my entire lifetime?
- What kinds of insurance do I really need?
- How can I minimize the tax impact on my investments?
- Can I afford to spend or give more?
- How much should I have set aside for health care?
- What is long term care insurance and do I need it?
At Onyx Wealth Management LLC, our purpose is to help you live a rich and fulfilling life free from worry about making the most of your resources.