FINANCIAL PLANNING
Discover a Clear Path to Your Financial Goals with WSG’s Route2Retire
Wealth Strategy Group understands that planning for your financial future can be complex and overwhelming. That’s why we’ve developed Route2Retire (R2R), a comprehensive suite of tools and resources designed to simplify the process and put you on the path to financial freedom.
What is it
Route2Retire
R2R is a comprehensive financial planning program tailored to help you gather, organize, and understand your financial data. It serves as the foundation for creating a personalized financial plan that aligns with your goals, dreams, and aspirations.
Key Components of Route2Retire
1. Route2Retire Workbook
Guided Data Collection: The R2R Workbook is your starting point, designed to help you gather and organize your financial information with ease. It covers everything from income and expenses to assets and liabilities.
Simple and Intuitive: Our workbook is user-friendly, making it easy for you to input your data accurately and efficiently.
2. Route2Retire Roadmap (Powered by RightCapital)
Advanced Planning Software: The R2R Roadmap utilizes RightCapital’s robust financial planning software to create a dynamic and interactive plan for your future.
Goal Tracking: Set and track your financial goals, whether it’s saving for retirement, buying a home, or funding your child’s education.
Real-Time Updates: Your financial plan is always up to date, reflecting changes in your financial situation and market conditions.
3. Professional Guidance
Dedicated Advisors: Our team of experienced advisors will work with you every step of the way, providing personalized advice and support.
Regular Reviews: We conduct regular reviews of your financial plan to address that you are on track and make adjustments as needed.
