Baby Boomers

Whether you’re just about to retire or are in retirement, Swiss Alpine Wealth Management can evaluate your circumstances and provide thoughtful investment advice.

If you’re not sure you’ll have (or have) enough money in retirement, Swiss Alpine Wealth Management can help you in several ways. Sure, there are free retirement calculators and other free resources online to give you certain types of information. However, it appears to us that at least some of these calculators fail to discuss various strategies and may not provide guidance regarding a survivor or legacy plan. We believe that it can also be challenging for a calculator or website to help you take out the emotional side of making strategic investment decisions.  Swiss Alpine Wealth Management will help you focus on your current expenses, tax rates, annual returns, life expectancy and almost everything else you need to fully understand where you are, where you are going, and if you’re going to make it. In your financial plan, Swiss Alpine Wealth Management will help you test some stressful situations, including whether or not you’ll need long-term care, and even what happens if the market loses 40 percent. Swiss Alpine Wealth Management will not only guide you in deciding how to allocate your money among differing investments, but will also attempt to help you stay on track until you reach your goals.

Lake Bleu and the south face of Matterhorn. Sunny summer day. Valle d'Aosta, Italy.