Before You Make the Next Retirement Decision,
See the Whole Picture.
You have spent years building financial resources. Now decisions involving income, taxes, investments, retirement accounts, healthcare, and future withdrawals are beginning to affect one another.
The Wealthspan Review™ is a 45 minute visual conversation designed to help you see those relationships more clearly before the next major decision is made.
45 minutes. No statements. No spreadsheets. No product discussion.
The statements can look right while the bigger picture remains hard to see.
Most financial accounts are reviewed one at a time. Retirement does not happen one account at a time.
Income can affect taxes. Taxes can affect withdrawals. Withdrawals can affect investments. Income can affect Medicare premiums. Healthcare needs can change spending.
Individually, each decision may be reasonable. The Wealthspan Review helps bring those decisions into one visual picture.
You do not need a financial problem. You need an important enough decision to deserve a clearer view.
Tell us enough to make the first conversation useful.
You do not need every answer today. Start with where you are in your retirement timeline and a few basic details about your situation.
See Your Financial Life on One Page.
Most people have seen their investment statements, retirement projections, tax returns, and insurance separately. Few have seen the major financial decisions surrounding retirement in one visual view.
Then we walk through the financial decisions surrounding that life.
By the end of the conversation, you should have a clearer view of which financial decisions are connected, which areas may deserve deeper analysis, and what may not require attention right now.
Founder & CEO
Every Wealthspan Review is conducted personally by Mark Sweeney.
Mark brings more than a decade of financial services experience following a career in technology and telecommunications. Today, he works with individuals and families preparing for retirement and the financial decisions that come with it.