Welcome to Casey Wealth Consultants
Let's plan for your retirement

Fast Track Logo

In horse-racing country, we know that the "fast track" describes the track conditions that are ideal for running. The "fast track" gives the best footing for a strong finish to the race. At Casey Wealth Consultants, our Fast Track Retirement Process is a track that aids you in finding your best footing and running your strongest race in retirement.

Income Planning

Income Planning

We will ensure your monthly expenses can be paid with reliability and predictability for the rest of your life. This includes:

  • Income & Expense Analysis
  • Social Security Optimization
  • Inflation Plan
  • Spousal Income Replacement Plan
  • Longevity Protection

Investment Planning

Investment Planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw for your monthly expenses. This includes:

  • Assessing Risk Tolerance
  • Adjusting Portfolio to reduce fees
  • Volatility Control
  • Comprehensive Money Management

Tax Planning

Tax Planning

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities. This includes:

  • Assessing the taxable nature of current holdings
  • Ways to include Tax-deferred / Tax-free money Strategies
  • Strategize income withdrawals to potentially reduce tax burden
  • Strategies to leverage qualified money to leave tax free dollars to beneficiaries

Legacy Planning

Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. We will strategically work with a qualified Estate Planning Attorney with the goal to help you:

  • Maximize estate and income tax planning opportunities
  • Strategize to protect any assets in trust and ensure they are distributed probate free.
  • Properly transitioning assets to the next generation
  • Referral to legal team: Wills, Living Will, POA’s, Digital Assets and Trust

Health Care Planning

Health Care Planning

We will create a plan to help you protect yourself against rising healthcare costs with a minimum of expense, including:

  • Review Medicare: Parts A, B, C, D and Supplemental Coverage
  • Analyzing Long-Term Care options
  • Hedge rising healthcare expenses
  • Long Term Care Facility Payment Strategy
joeandcandice

The Casey Wealth Consultants Team

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in our best interest, and we do so with integrity and transparency.

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Portfolio Stress Test

Just as doctors stress-test heart patients, we use portfolio stress tests to gauge investment risk in different economic scenarios.