Broker Check

Retirement Planning

Golden Sunset

Fast-forward your retirement dreams today with a plan that's tailored to your unique needs. Whether you’ve imagined a tranquil life in a house on the beach or a never-ending, globe-trotting jaunt around the world, it’s imperative that you begin preparing and investing for that future today. Though sometimes the financial choices can seem daunting, planning for a secure retirement can be easy when you work with the right advisors.

Cameron Bell and the executive staff of the Wealth Management Institute can help you select from multiple options the best strategy that fits your current financial situation and your goals for the years ahead. “Income Planning” is the name of the game here. This is the task of helping to make sure your money lasts longer than you do!

  • Investments including, but not limited to, stocks and bonds: Wealth Management Institute will work with you to purchase stocks, U.S. Treasury Bonds, brokered CDs and corporate and municipal bonds

  • Qualified tax-deferred investments: Depending on your tax and employment situation, a qualified tax-deferred investment account might be helpful. We can help you set up Individual Retirement Accounts (IRAs) and/or Simplified Employee Pension Plans (SEPs)

  • 401(k) and IRA rollovers: Moving your 401(k) or IRA can be daunting. The tax laws are confusing and you may not know the best alternative for your retirement dollars. We can help you select the right option and do all the paperwork

  • Insurance: Long-term care and life insurance. With careful consideration of your personal objectives, we can help determine the right insurance solution for you.

Investment needs and market conditions change. Cameron Bell and the staff of the Wealth Management Institute will be with you every step of the way, providing periodic reviews to ensure that your investment strategies stay on track. Our personal approach is what makes us different from many of our competitors, and is one reason why clients choose WMI as their trusted financial advisor.