6 Keys to Financial Independence

As we celebrate Independence Day, at Pierson Wealth Management we share a similar vision for helping you enjoy life, liberty and the pursuit of happiness with these planning areas for financial independence:

Investments: Has your portfolio grown out of balance? Or are you taking on too much risk that could potentially derail your retirement plans?

Insurance: Insurance policies require regular review as part of your full plan to avoid unnecessary fees or costly coverage gaps for catastrophic events.

Taxes: If you’ve built up most of your savings in tax-deferred retirement accounts—taxes will likely be your single greatest retirement expense. Do you have a strategy to reduce this tax burden on your future income?

Estate Planning: With major tax law changes continuing to evolve—estate plans require critical review and updates as part of a comprehensive plan.

Social Security: Whether this will be a primary income source or used to fund other goals, don’t leave money on the table by neglecting to discuss Social Security optimization strategies.

Healthcare & Medicare: Another top fear and expense in retirement is the costly impact healthcare can have on your savings. Regularly reviewing your coverage and options is essential.

Ready to plan for your financial independence? Let’s connect for a 20-minute call to discuss how we can be of help. Contact us at 661-297-7566 or visit www.PiersonWealthManagement.com.

Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. CA Insurance Lic# OC92500.