One of the main reasons we love what we do at Fiat Wealth Management is when we are finally able to see our clients enjoy their retirement!

We would like you to meet LeRoy and Wanda, who have been Fiat clients for several years. They have recently set out on some post-retirement travel adventures and we asked them to tell us about their experience with Fiat and how they were able to learn what is in their best interests and how to enjoy their retirement! Here is their story…

As long time clients of Fiat Wealth Management, they have been instrumental in handling our investments in planning for retirement.  They are very aware of our personal risk level, which allows us to have a certain degree of comfort.  We have always felt it’s not too difficult to do your own investing if you have the time, but many of us don’t!  

We found that it’s challenging when the time comes to draw out funds for retirement.  What resources should we pull from?  That’s when we knew the guidance Fiat offers is REALLY needed.  They taught us what our tax implications were going to be and how to minimize them!

We want you to know that if you make use of Fiat’s advisement in helping you get to a comfortable retirement,  you can also rely on them to provide the necessary assistance needed during tax season.  For us, Fiat has been very knowledgeable in all of these areas!  

To sum up our experience with Fiat, we feel that their goal was that they wanted us to fully succeed and enjoy our golden years…and that is exactly what we are doing!

Thank you Fiat!!!

LeRoy & Wanda