Joseph Eschleman No Comments

How Much is Enough? 5 Steps to Retiring with $2 Million 04.04.2023

Download White Paper Towerpoint Wealth

What’s the fastest path to retiring with $2 million? A 2020 survey from Schwab Retirement Plan Services found that the average worker expects to need roughly $1.9 million to retire comfortably. Are you almost there? Have a long way to go? Is retiring with 2 million dollars a reasonable goal for you? Is this enough for you to be happy and comfortable? We’ve put together 5 steps you can take to increase the size of your nest egg and considerations for a well-thought out, customized, retirement income plan in this white paper. We’re happy to offer it to you here. 

Towerpoint Wealth No Comments

Another Happy TPW Client! 01.31.2022

At Towerpoint Wealth, we fully recognize that our clients are our lifeblood, and very little makes us happier than to have the privilege of working side-by-side with great, hard-working people who are living happily in retirement with complete economic peace-of-mind!

Our President, Joseph Eschleman, CIMA®, and long-time client Bob Sanford have been through many ups and downs in working with each other for many years, and we are tickled that all of the financial and retirement planning and coordination we have done together has landed you where you are today! Glad your lunch at Samuel Horne’s Tavern was enjoyable, and Bob, cheers to you – looking good!