Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals.
Retirement planning is integral to financial planning and needs to be considered from a holistic perspective. Retirement planning encompasses more than simply ensuring that one has enough money saved for retirement, but also a plan for using those funds most effectively throughout retirement years. Retirement planning must consider the changing needs of individuals over time as well as account for potential unanticipated changes in circumstances or health issues – all while maintaining desired lifestyle goals.
Some key elements to include when considering a holistic approach to retirement planning are: understanding existing resources, determining current expenses and projecting future ones, setting long-term goals and objectives, assessing investment options, creating a tax strategy, weighing insurance coverage options, setting up estate plans and creating legacy plans. Understanding existing resources includes taking inventory of current assets such as cash, investments, and pension plans. Retirement planning then involves using the available resources to create a budget that will provide the desired lifestyle during retirement.
Ultimately, considering a holistic approach to retirement planning offers individuals the best chance for success and peace of mind during their golden years. Retirement plans should account for current and future needs while considering changing scenarios. Retirement planning should also consider ways to minimize taxes and maximize return on investments, including insurance coverage options and legacy planning. A holistic approach to retirement planning can help provide financial security and peace of mind for years to come.
Listen to the interview on the Business Innovators Radio Network:
Bliss says: “I understand that everyone has unique goals and circumstances. My role is to assist in your journey and provide guidance alongside you. Our team uses a comprehensive approach to assist in implementing your vision as we navigate life together. As a partner in your financial well-being, I strive to gain an understanding of each client as an individual. This allows me to provide a personalized approach for every stage of life.”
About Nick Bliss
Nick is passionate about bringing financial planning to the next level as the industry demand grows stronger. He studied accounting at Saginaw Valley State University and has Series 7,66, Life, Accident, Health Insurance, and Variable Annuity licenses. He has traveled many career paths along the way, and all those roads have lead him to where he is today. Since 2012 he has been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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