No one can predict the future, but that doesn’t mean you shouldn’t plan for it. No matter where you are along your path toward retirement, your Buffalo First Wealth Management, LLC Financial Advisors will help you develop strategies to bring your goals within reach. For some families, that means saving for their children’s educations. For others, it may mean leaving a philanthropic legacy.
Although you want a comfortable, worry-free retirement, it isn’t just about the money. This important next phase means making sure you are as vital, engaged and excited in your retirement years as you were in your working life.
A well-designed plan, implemented during the working years, will help guide you toward the retirement you’ve always dreamed of. Your Buffalo First Wealth Management, LLC Financial Advisors will help provide a well-designed comprehensive financial plan based on your goals and objectives and will provide ongoing oversight of your progress. For those closer to retirement, more intense evaluation is applied and strategies are developed for your ‘paycheck replacement’ after retirement.
Also, focus is placed on tax-efficiency of retirement distributions, determining from which accounts and which asset classes retirement distributions should be made and providing the ongoing analysis necessary to ensure you don’t outlive your money. And like every other part of your financial plan, all of this is based on your family’s financial priorities, goals and objectives.
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The Buffalo First Wealth Management, LLC Wellness Program
The Buffalo First Wealth Management, LLC Wellness Program can add value for any employee at any level at any organization. Employees are likely to appreciate having access to such a program as this truly can be a life-changing as well as a positive new step for company in organizational behavior. This program can pay dividends for an employer by:
- Increasing loyalty
- Decreasing turnover
- Increasing productivity
- Increased participation in the company retirement plan
Financial Wellness is not about money — it’s about decision making. That philosophy is central to the objectives of the Buffalo First Wealth Management, LLC Wellness Program:
- Helping employees build awareness of where they are financially
- Providing education for establishing financial goals
- Empowering employees to change their behavior to achieve those goals through their choices in financial planning process.
The Buffalo First Wealth Management, LLC Wellness Program is a turnkey comprehensive business marketing approach designed to position financial planning as a company benefit. This is accomplished through two components: educational classroom sessions, and one-on-one comprehensive financial planning.