What is a Wealth Planner and Why Do You Need One?

One of the questions we are asked all the time is “What exactly is a Wealth Planner?”. Wealth Planners help people prepare for their retirement based off of the wealth they have accumulated throughout their life. They want to get to know who you are, what is important to you, and the goals you have for your retirement. A retirement plan is not just numbers and investments – and the goal of a Wealth Planner is to look at the whole picture to create a plan to ensure you live your best retirement possible.

Accumulating wealth isn’t necessarily the hard part, which is why you have things like 401ks and other investment tools to help build that wealth. You need a Wealth Planner to ensure that your wealth, when handled correctly, is accessible when needed, protected, and can provide you income. Our Wealth Planners are knowledgeable in everything from Social Security Strategies and Estate Planning to Tax-Efficient Strategies and Long Term Care. When planning for retirement, it is important to partner with someone who knows how to put all of those pieces together and make a plan that works for you. Retirement Planning can be overwhelming to think about – much less actually trying to plan for it. Blue Ridge Wealth Planners exist to help you plan for everything so you can have the retirement you have always wanted.


Written By: Stephanie McKenzie

Leave a Comment

Posted in

Blue Ridge Wealth

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (865) 392-4260