Staying Strong: Live Richly in Retirement

CWM’s Staying Strong program is designed to help enhance the retirement experience for clients in their golden years. We partner with clients as they look to a new phase of life and an open road of possibilities and adventures. We’ll review your current financial situation, discuss any goals, opportunities, or concerns you or family members might have and set actionable goals and milestones to help you live your best in retirement.

Though CWM partners with a diverse range of clients to pursue their lifestyle goals, the Staying Strong program is specifically designed for those who have retired and are in the distribution stage of life. With CWM as a financial planning partner, retirees have support in developing a distribution strategy with their financial and lifestyle goals, personal interests, health and other needs in mind.

Individuals who are no longer contributing to their accounts require a personalized distribution strategy designed to support a long and fulfilling retirement.
Whether you are — or soon will be — retired or have a family member in this position, CWM is here to help you thoughtfully navigate this transition and beyond.

Purposeful Living in

Your Golden Years

The Staying Strong program originated from our team’s experience working with clients and families for many years, helping them thoughtfully create and execute plans to work toward their goals, both to live richly in the present and intentionally prepare for retirement. As more clients have achieved this milestone over the years, CWM’s role as a financial planning partner has naturally shifted to meet their evolving needs during this next stage of their lives.

CWM brings experience, dedication and a friendly touch to every client interaction, starting from the moment we first connect. If you’re interested in learning more about our Staying Strong program, we invite you to schedule a complimentary call with a CWM advisor.

Start Your Plan

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to get started today.