Embark on a Journey of Financial Serenity with the RetireEase Roadmap

Navigating through the retirement planning maze can be intricate and overwhelming. The Retiresase Roadmap is your compass, guiding you through every pivotal decision, ensuring your retirement is not just planned but artfully crafted to your unique life tapestry.

1. Initial Consultation

  • Purpose: A brief encounter to delve into your financial landscape and retirement aspirations.
  • Your Takeaway: Insight into the path forward with no obligations.
  • Next Step: A courteous email thanking you for sharing your financial situation and outlining the forthcoming journey should you wish to proceed.

2. Discovery Meeting

  • Purpose: Thoroughly exploring your financial world, aligning your goals, apprehensions, and expectations with tangible strategies.
  • Your Takeaway: A summarized reflection of our discussion and essential data collection forms.
  • Next Step: An email summarizing the meeting, additional preparatory tasks for you, and coordination for our subsequent meeting.

 3. Plan Presentation Meeting

  • Purpose: This is where your financial future begins to take shape. We will present your comprehensive RetireEase Roadmap, focusing on the three critical pillars: income, tax, and investment plans tailored to your resources and situation.
  • Your Takeaway: A detailed and customized plan capturing your financial aspirations, providing clarity and confidence in your journey towards retirement and your next phase in life.
  • Next Step: Determining how you'd like to move forward. We certainly hope that you'll consider implementing the plan with Copper Beech Wealth, but will provide you with a strategy you can implement on your own or with another advisor if you prefer to.

4. Next Steps Meeting

  • Purpose: This meeting is integral, providing you with space and time to reflect on the presented roadmap. It's an opportunity to discuss any questions or concerns and to decide whether to embark on your retirement journey with us.
  • Your Takeaway: A deeper understanding of your next steps, whether you proceed with our guidance or explore other avenues. This meeting underlines our commitment to ensuring you feel confident and informed in your decisions.
  • Next Step: Implement your plan. If you choose to engage Copper Beech Wealth in this step, we'll review the onboarding process during this meeting.
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Why choose the RetireEase Roadmap?

  • Tailored to You: Every step, every plan, crafted with you at the core.
  • Expert Navigation: Traverse through your financial journey with seasoned expertise.
  • Transparent & Collaborative: Your voice matters. Engage, understand, and be an integral part of every decision, every step of the way.
  • Peaceful Tomorrow: Secure a future where your finances are not a point of stress, but a source of peace.

Meet Your Expert Navigator in the Voyage of Retirement Planning

Navigating through the intricate waters of financial planning and wealth management requires a seasoned captain, and with Adam Wojtkowski, you’re in adept hands. 

With a career spanning two decades in financial services since 2003, Adam brings a wealth of knowledge, expertise, and a suite of prestigious certifications that stand as a testament to a commitment to facilitating affluent individuals in crafting a financially peaceful retirement.

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Here's the expertise that the RetireEase Roadmap is backed by:

Certified Financial Planner™

  • What it Means for You: A guarantee that your financial planning is steered by a professional adhering to rigorous standards and ethical practices synonymous with the CFP designation.
  • Your Benefit: Comprehensive and strategic financial planning encompasses every financial quality of your life.

IRS Enrolled Agent

  • What it Means for You: A specialist in tax planning, ensuring your wealth is preserved and optimized in adherence to tax regulations.
  • Your Benefit: Navigate through the complexities of tax implications with strategies designed to safeguard your wealth while complying with the IRS.

Certified Investment Management Analyst®

  • What it Means for You: Expertise in investment management, ensuring your wealth is maintained and grown during retirement.
  • Your Benefit: Investment strategies that are not just robust but also meticulously crafted to align with your financial aspirations and risk tolerance.

Certified Private Wealth Advisor®

  • What it Means for You: Focusing on high-net-worth individuals' unique financial challenges and needs, ensuring your wealth is managed with precision and expertise.
  • Your Benefit: Tailored wealth management strategies that comprehend the intricacies of managing substantial wealth, ensuring your financial legacy.

Have Any Questions?

Have a inquiry or some feedback for us? Fill out the form below to contact our team.

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