Retirement Planning

The secret to happiness is living in the present, but planning for the future is of the utmost importance. We understand just how complicated the process can be. After careful assessment, we will provide a plan that fits your life, your goals, and looks to keep you moving in the right direction financially. AWM will help you through this continuous wealth management process.

Firstly, we will begin with accumulation:

  • Analyze and organize retirement needs
  • Make recommendations for investments
  • Provide savings strategies
  • Explore risk management topics like disability, life insurance, and liability insurance

Secondly, we will cover distribution of wealth:

  • Discuss your pension distribution election options
  • Estimate and disburse Required Minimum Distributions (RMD)
  • Examine cash flow
  • Enable tax-efficient distributions from investment accounts; including expiring net unrealized appreciation (NUA) if applicable

Finally, we will address transfer and legacy:

  • Assess and create a plan for tax-efficient wealth transfer to future generations
  • Collaborate with your estate planning attorney
  • Finalize changes to your account structure
  • Evaluate charitable donation options
In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.