Financial experts suggest a 4% annual withdrawal rate from savings during retirement. Withdrawing 4% from a $300,000 savings balance only gives $12,000 a year - hardly enough to live on.
LOYAL WEALTH MANAGEMENT
Our client first approach to financial planning provides a cost effective, goal driven, and tactical opportunity to grow your wealth.
The name of Loyal Wealth Management was inspired by our founder Hylan Harper’s Grandfather Loyal Harper. Through his guidance, Hylan learned about what it means to treat people and do business the right way. The values he instilled provide the foundation in which Loyal Wealth Management operates today.
Putting a Plan together for how to save money is as important as the plan of how you will spend the money. Learn how LWM can change your life.
WHY WE’RE DIFFERENT
We have a disciplined approach to active management that we follow. We strive to mitigate risk through alternative investing uniquely built for your financial needs.
We seek to utilize ETFs and index based investments in order to create more efficiency in models and to move tactically during shifting market volatility.