Gain Confidence In Your Future.

Strategic Tax & Income Planning for retirees

You Earned It. Live the Retirement You Deserve.

Learn How

Build more than just a portfolio.

GET YOUR RETIREMENT INCOME PLAN.

  • 1. Discover

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2. Evaluate

    Using the Retirement Money Map® planning process, we’ll examine your current financial situation and determine your retirement needs.

  • 3. Plan

    Let's create your custom plan for:

    • Income
    • Investments
    • Taxes
    • Healthcare
    • Legacy
Let's Get Started
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Saturday 5-6 AM

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Saturday 12:30-1 PM

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Saturday 4-5 PM

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INSTANT DOWNLOAD

Do you have a tax-efficient retirement strategy?

Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:

  • Why your taxes might not decrease in retirement
  • How "buckets" can help illustrate the impact of taxes on varying assets
  • What required minimum distributions could mean for your tax bracket

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Download Now!

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You get protection from our responsibility

to do what’s in your best interest.

our 5 fiduciary principles
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INSTANT DOWNLOAD

Have you been laid off, or are you worried you could be in the future?

While a layoff can be scary, it doesn’t have to mean the end of your financial well-being. In this 10-Step Layoff Survival Guide, you’ll discover simple and effective ways to help protect your retirement income — now and in the years ahead.

  • Put aside temporary fears to focus on long-term stability
  • Calculate how to best use your severance pay
  • Navigate the maximum amount of unemployment benefits

Download Now!
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INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Download Now!

why CAPITAL WEALTH ADVISORS

Join the journey of getting your plan, not just a portfolio.

Watch the video