Visit: 1338 Strassner Dr. St. Louis, MO 63144 Call: (314) 925-0109
Helping You Towards Your Retirement Destination
Understanding Your Goals for a Bright Retirement Future
The team at RZA Wealth Management has decades of experience helping clients reach their financial and retirement goals. After helping many clients through the process, we have learned a thing or two about the various ways to reach goals, each with their own pros and cons. We would love to share our knowledge and experience with you so that you can make the best decision for your situation and then help you implement a plan for success.
Financial Planning
Having an overall financial plan can determine your confidence with finances today and in the future when you face retirement. We can help you assess what you have and what you might need to meet your future goals and then put a plan in place to achieve those goals.
Wealth Management
You’ve worked hard over the years to save for your future and grow your wealth. After the accumulation phase, most clients are concerned about preserving and protecting their wealth. No matter what phase you are in, we work to help you get the most out of your nest egg.
Retirement Income Planning
Retirement income planning can be a complicated, intricate process. If you prefer steadiness and consistency over market ups and downs, there are products available to consider in your overall financial and retirement plan that can create a guaranteed income stream* when you need it most.
*Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.
Insurance Strategies
When we look to the future, we all hope to live long and healthy lives. Unfortunately, life does not work out that way for everyone as accidents and illness happen. Life insurance is a way to help make sure that your spouse and family are financially provided for in the event of an untimely passing.
Estate Planning & Wealth Transfer
Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to help make certain you have a plan that allows you to protect your assets, save taxes, and pass along more wealth to heirs or a favorite charity or cause. RAZ Wealth Management does not provide legal advice. Please consult an attorney.
Medicare & Social Security Planning
Health care costs can be a major budget line item in retirement and choosing when and how to draw Social Security can be a tough decision with so many options available. Decisions should always be made based on your specific situation, such as marital status, income needs and timing. We can help decipher the options so you can get the most from your hard-earned benefits.