Generational Wealth Consultants
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Retiree's can see a success rate of over 80% when running a Monte Carlo simulation with an advisor. Maintaining your level of income is critical to maintaining, or even improving your lifestyle. How do you envision a successful retirement?
Social Security only provides enough income for 1 of 3 retiree's, this leave's your pension's and retirement accounts to make up the rest. According to the US deportment of labor, 55% of American's have access to Employer sponsored plans. These plan are going by the way side as they're becoming less cost effective to provide to employee's, which has shown a growing need for more in depth planning on creating your own pension. Most employers don't supply planning for optimizing such plans after retirement for those who do have access to these accounts.
01/17/2024
The Monte Carlo simulation factors possible outcomes using random variables to assess and quantify uncertainty in market volatility based on world wars, currency crisis, economic climate, Inflation crisis, and political elections. How confident are you that your portfolio can survive the monte carlo?
01/15/2024
Brent Worthington advises with the goal of helping retirees and pre-retirees provide security and peace of mind in retirement. Brent Worthington has been in the industry since 1992. As advisors, Brent and his team are committed to treating you like family and protecting your hard-earned assets as we would our own.
01/15/2024
Retirement Tip!
Be careful about paying off your debt. We know that debt can feel like a huge weight, but we also know the thought of running out of money in retirement can be a bigger one. Be sure to check on what guaranteed interest rates are available to you that may be able to out-weigh the interest of your loan.
11/02/2023
What is principal protection? Principal protection is protecting your account from market downside. Many folks are worried the FDIC only covers a portion of their account, or that their retirement account isn’t covered at all! Speak to an advisor today to see if you can qualify.
11/02/2023
Interest Rates are at a 21 year high! We’re not sure how long this will be available to you, but we do know those of our clients who have taken advantage are tracking returns like we’ve never seen before.
11/02/2023
🚨ROTH CONVERSIONS🚨 This is one of the most hot button topics in the industry right now. If you have over 80% or more in pre-taxable assets you could be looking at a serious tax- time bomb.
Say goodbye to messy spreadsheets and hello to cutting edge software. Although we do feel confident with the 100+ years of experience in our office, our software helps us eliminate the guesswork in the most user friendly way.
11/02/2023
Introducing Kyle Clarke, a lead advisor at GWC. Kyle comes from a background of service, which he keeps in the forefront of his planning. His “mission first” mentality means you’ll be treated the exact same weather you have $100k or $100m. His specialty is mitigating risk, and minimizing taxes. Kyle is also licensed in life and health for your insurance needs.
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Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 6pm |
