We pride ourselves on providing retirement strategies to Osseo Minnesota and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
*Our firm does not provide legal advice, and you should consult an attorney for such advice.
At New Generation Wealth Management, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation.
Let’s make your retirement strategy smarter and more efficient.
Schedule your personalized income planning session today!
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Investing involves risk, including the possible loss of principal. Investment strategies are tailored to each client’s individual circumstances and objectives.
A five-step retirement system
Our New Generation Retirement Planning System assists you in laying out a retirement plan that makes sense and is easy to understand. It consists of a five-step process that incorporates three hallmarks of our company – fiduciary, transparency, and technology. As we traverse the five important steps together, you will be confident knowing you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.
Green, Yellow, and Red Money
Before you can make an informed decision about your assets, you need to have a clear understanding about your attitude towards risk and how it relates to your retirement. The Color of Money Risk Analysis (COMRA) explores how you feel about potential gains and losses, examines the predictability of your assets, and provides a road map to your overall risk preferences. The output will be a Color of Money risk score. This short, interactive analysis is one of the first steps on the road to retirement.
Preserving the past and securing a future.
As a client, you’ll have access to Generational Vault, a secure online portal for uploading, managing, and accessing your financial and personal documents. Each time you log in, you can quickly view a snapshot of your financial picture, including account summaries, asset details, and dynamic reports and charts. You can track investment progress, monitor expenses and income, and keep a clear record of our work together in one central place. Generational Vault helps keep your finances organized and makes it easier for beneficiaries to access important documents when they need them most.Our typical client is nearing or in retirement with $500,000 or more of investable assets and is looking to maximize retirement income and minimize taxes
A financial advisor may be the right choice for you if you:
We help clients reduce portfolio risk and minimize the taxes they pay. Our focus is on creating tax-efficient, strategically managed retirement income plans.
Yes. We serve clients across multiple states. While our offices are located in Florida and Minnesota, we conduct meetings virtually and work with families nationwide. We also travel regularly and may meet with out-of-state clients in person from time to time.
We believe a great investment to make is hiring a skilled financial advisor. By guiding you through consistent, sound financial decisions across all areas of your life, we may contribute more to your wealth than by attempting to predict which stock will outperform next year. Additionally, tax reduction effectively functions as an additional return on your investments.
After your customized Bucket Retirement Plan is completed to help reduce portfolio risk, we develop a tax-reduction strategy for your tax-deferred retirement accounts. We consult with you regularly to ensure you remain on track to meet your long-term goals.