Create a Roadmap for Retirement
Ever wondered how to achieve your ideal retirement through financial planning?
Curious about the steps that can lead you to a secure and comfortable future?
Imagine having a retirement planning service that guides you in navigating the complexities of income, estate and tax planning? And what if I told you it’s within reach?
POWWOW offers hourly planning services and investment management to help you secure your financial future. Financial Plans focused on retirement are custom created, and may include:
- Early planning to ease your transition into retirement by determining preferences and setting reasonable expectations.
- Tailoring your retirement savings and investment plan to meet your specific goals and needs.
- Seeking guidance from a Certified Financial Planner™ to navigate the complexities of tax and estate planning.
- Exploring Social Security and pension claiming strategies plus tax-efficient withdrawal methods to maximize your retirement income.
- Preparing for healthcare costs by incorporating Medicare and large & irregular spending into your retirement plan.
- Addressing your concerns proactively to reduce stress and uncertainties about retirement and giving you the peace of mind you deserve.
Retirement planning services at POWWOW empower individuals to enjoy a comfortable retirement while proactively addressing the challenges of a longer life expectancy, healthcare costs, and economic uncertainties.
Cash Flow
Don't guess at your spending and risk coming up short in retirement. Have a clear picture of how much keeps you comfortable.
Taxes
Many retirement savings options offer both tax advantages and considerations. Learn which options may be the most tax savvy for you.
Investing
Understand how the anticipated risk and performance of your investment choices align with and impact your retirement goals.
Peace of Mind
Approach retirement with confidence knowing that you've taken steps to help secure your financial future by being proactive.
Our Services
Hourly Financial Planning
Receive strategic action items so you can move forward with your short and long-term goals.
Elder Care
Planning
Get help navigating the financial implications of elder care for yourself or a loved one.
FAQs
Our retirement planning services give the freedom to complete plans at the client’s pace, which is driven by their availability to provide information and complete the requirements. On average, plans generally take 10-15 hours to complete, but this is just an estimate.
Our retirement planning services require project and membership clients to pay a preferred hourly rate of $330. Projects have a minimum of 10 hours. Memberships have a minimum of 8 hours/year. Those not committed to a project or membership pay the hourly rate of $380.
Quentara Costa is a fee-only Certified Financial Planner™. We do not draft estate planning documents, prepare taxes, sell annuities or insurance, or work for community elder service programs. Powwow, LLC is not a health care professional or care provider. If deemed beneficial to pursue advanced strategies, care, or benefits, additional professionals can be hired at the client’s discretion. If local, Quentara can provide recommendations for independent health assessments, attorneys, CPAs, Medicare enrollment, real estate agents specializing in senior downsizing, move managers, handymen, and retirement community locators. National recommendations will be made when possible and with insight from affiliated elder care and financial networks. Quentara does not receive any referral fees or commissions if making a recommendation to a trusted professional.
It is perfectly fine to provide hard copies of requested information. However, the time it takes to scan and manually enter data will add time to the project and increase the cost.
With POWWOW, you can live your best life in retirement!
Read more about Retirement Planning on the blog
The SECURE 2.0 Act – For Retirees (or soon-to-be)
4 Tips For Living a Satisfying Retirement
What’s the Best Age to Start Social Security?
Is the Roth 401(k) an Option for You?
Social Security Gets Massive 5.9% Raise in 2022
