Benny Hevia Wealth Management  
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Retirement Planning

When was the last time your Retirement Plan had a "Check-Up"?

The COMPLIMENTARY Retirement X-Ray Report is your opportunity to have our team of investment and tax professionals perform a series of tests on your retirement plan. We will provide you with a “diagnosis” and recommendations for maximizing your financial health. Whether you’re planning for retirement or are already enjoying it, there are six crucial tests that we will perform for you:

Retirement X-Ray
       
1. Income Sufficiency Test 4. Investment Performance Evaluation
2. Income Tax Examination 5. Risk and Return Assessment
3. Investment Expense Comparison 6. Estate Plan Adequacy

How confident are you that you won’t run out of money?

The fear that haunts every retiree is what would happen if their money runs out? This is not an unfounded fear. Every year you hear stories of people who run out of money and must then make difficult and uncomfortable choices. To address this issue we perform an analysis to gauge the likelihood of running out of money during retirement and suggest ways to make that possibility less likely and possibly eliminating it. This could help you replace uncertainty with a sense of security and confidence.

What is Income Planning? – a critical component of the retirement planning process that is neglected by most financial advisors. Your Income Plan in Retirement has to be more important than your income plan during working years. We take a holistic approach by integrating all the aspects of a solid Retirement Plan as Social Security Maximization, Tax Strategies, Inflation, Medicare Benefits and changing markets.

Schedule a Complimentary Consultation . Our Services
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Address: HEVIA WEALTH MANAGEMENT
1275 West 47th Place
Suite 314
Hialeah, FL 33012
Phone: +1 (305) 556-4000
Fax: +1 (305) 647-2913
E-mail: info@heviawealthmanagement.com
   
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Benny Hevia offers Investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Hevia Wealth Management is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are not offered through Hevia Wealth Management.

 
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