Retirement Planning

We never suggest unnecessary insurance and only recommend plans for our clients after we have a complete understanding of your needs.

» Posted by on Jul 20, 2011 in Retirement Planning | Comments Off on Retirement Planning

The Wade Agency services Olathe, Kansas City and their outlying cities and counties.

Get Relaxed About Retirement

Retirement Planning Calculation


“Let’s test how your retirement plans are likely to work:

  • If things go smoothly
  • If there’s a huge market downturn
  • If there’s a need for Long Term Care
  • If there are other catastrophes”

 

“Wouldn’t you like to know?”

“When we help people discover that, after working hard all their lives, their retirement plans will work, perhaps with a tweak or two, we feel an immense joy”

 

We can test how your retirement plans are likely to work:

  • If things go smoothly
  • If there’s a huge market downturn
  • If there’s a need for Long Term Care
  • If there are other catastrophes”

 

Our system allows us to set up a projection of the performance of your current retirement plan, project how it will perform with regard to your needs and then throw ‘curve balls’ at it to test the likely performance (like possible recessions, and the need for Long Term Care).

We take everything into consideration such as IRAs, Projected Social Security payments, current and projected expenses.

What you get is calculated projections based on your actual data, not some ‘rules of thumb’, which can often be misleading.

We don’t think it makes sense for you to be asked to make significant decisions regarding your plans and your money until you have a clear picture of how things really are. We take your own thoughts and cares into consideration when helping with planning for retirement. Very often our clients are pleased to learn that their plans are just fine, or need only a few minor tweaks. So, we are able to help them create a fine tuned plan for retirement.

Sometimes plans need to be changed, but the peace of mind that comes from knowing is priceless.

 

 

Request A Free Consultation
(913) 440-9637


Service Area

The Wade Agency proudly services Kansas and Missouri, including: Belton, Bonner Springs, Bucyrus, Clearview City, Cleveland, De Soto, Edgerton, Edwardsville, Eudora, Gardner, Grandview, Hillsdale, Kansas City, Leawood, Lenexa, Linwood, Louisburg, Mission, New Century, Olathe, Overland Park, Peculiar, Prairie Village, Raymore, Shawnee, Shawnee Mission, Spring Hill, & Stilwell, KS.

Helping Olathe & Kansas City navigate the insurance and retirement world.