Retirement planning
What’s included
Our WealthFXRetirement process is split into three different phases: pre-retirement, transition retirement, and post-retirement. Each phase requires attention to specific details, but each journey starts with assessing risk tolerance. To start your journey, please complete our general questionnaire. Once completed, you will receive an introductory email along with a link to Riskalyze which will allow us to measure your risk profile. Additional steps will follow to help clarify your options and provide a road map to a comfortable retirement. Enriching people’s lives is our goal here at Wealth Effects!