Our goal is to help families find financial peace of mind
TO and THRU retirement
Personal finance is just that. Personal. At Wela Strategies we take a “person first” approach in our relationships. Our advisors work one-on-one with you to understand your financial goals and needs. Our team works together to ensure that your experience is tailored to you and your family.
At Wela Strategies we want to help people work towards their financial goals whether you are just beginning your investment journey or are getting ready to enjoy retirement. We strive to help you meet your financial goals that are unique to your situation.
Key Rules of Thumb
Financial Tools That Our Advisors Often Use To Help Our Clients Work Towards Their Financial Goals.
The Bucket System
All the money you invest will fall into one of four asset groups, or “buckets,” that work together to move you towards your goals.
A straightforward way to measure the amount of money you have in relation to the amount of money you need. Have/Need = Rich Ratio
The 4% Rule
When you retire, the goal is to stay within a 4% distribution rate on your account every year to enable you to live off of the income generated in the portfolio without drawing down the portfolio.
Visualize your retirement using comprehensive, color-coded timeline. Draw out a one-page timeline with important dates, income streams, and financial life events.
Why Economic Forecasting Is Not Important to Investors
The Federal Reserve (The Fed) spends endless hours worrying about inflation, and analysts on Wall Street spend just as much time reacting to whatever actions
A Guide To Inflation For Investors
Inflation has dominated financial conversations for quite some time, and rightfully so. The Federal Reserve (The Fed) recently raised interest rates by a quarter of
Man On The Moon Takes A Look At The American Economy
Once upon a time, a man stood on the moon’s surface. Looking back at the Earth, he couldn’t help but feel a sense of awe