Somerset Wealth Strategies specializes in retirement planning.
Providing confidence through financial independence for over 30 years.
Get Started in 3 Easy Steps:
DISCOVER
Schedule a meeting with us to discover what your ideal retirement looks like.
EVALUATE
Using the Somerset WS Process, we’ll examine your current financial situation to determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
Do You Believe These 5 Annuity Myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough — why an annuity?
At Somerset Wealth Strategies, our philosophy is simple:
Reduce Risk to Maximize Growth
We seek to help clients feel confident in their financial futures to live out their dream retirements.
Create Asset Protection Strategies
We build strategies that not only seek to maintain and grow clients’ assets but help protect them from downside market risk as well.
Build “Relative” Plans
We treat our clients like family and vow to only recommend financial strategies we would suggest to our own families.
What’s Your
Risk Number?
Capture your risk tolerance and see if your portfolio fits you.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Somerset Wealth Strategies, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither McIntosh & Associates nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
DISCOVER
Get Started Today
Fill out the form below to schedule your one-on-one meeting with Somerset Wealth Strategies. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
