Roy Gagaza has assisted those looking to preserve assets and plan for retirement for over two decades. Gagaza is a Certified Estate Planner (CEP®) and Registered Financial Consultant (RFC®), and the co-founder of Journey Wealth Management. The financial professional and Journey Wealth Management co-founder is also the pioneering name behind the WealthWize Way.
The WealthWize Way is a highly innovative approach to retirement preparation and encompasses everything from investment and income planning, tax-wise financial strategies, to healthcare and long-term care and legacy planning. In his 20-plus years in the industry, Roy Gagaza has taught hundreds of pre-retirees and retirees how to build a retirement strategy and plan for the future using his methods.
His work has been featured on the cover of Senior Market Advisors magazine and in various acclaimed retirement planning books. Meanwhile, numerous articles by Roy Gagaza have graced the pages of an ever-growing number of prestigious media outlets. The following is a closer look at some of the many highlights of Roy Gagaza and Journey Wealth Management’s WealthWize Way.
The WealthWize Way in Three Steps
Roy Gagaza wholeheartedly believes that retirement confidence begins with a comprehensive plan. Using the WealthWize Way process, the pioneering financial professional puts clients on the path to the retirement journey of their dreams. He and his team at Journey Wealth Management do so by anticipating life’s many twists and turns.
It’s a process that addresses everything from protecting your portfolio, retirement income planning, tax-wise strategies to healthcare and legacy planning. Every WealthWize Way assessment starts by discussing where clients would ultimately like their journeys to take them.
Step One: Discuss the Destination
Each WealthWize Way assessment commences with Roy Gagaza and his team learning where individuals would like their retirement journey to take them. Once established, he and the Journey Wealth Management team can work on finding the perfect route. Prospective clients can then freely decide to go on that exciting journey together.
Step Two: Discover the Route
Clear directions are essential for any successful trip, and the WealthWize Way-led journey toward a fabulous retirement is no exception.
Roy Gagaza and his Journey Wealth Management team puts each client on the best route for their respective journey by using the GPS approach. GPS stands for Grow, Protect and Success. This is accomplished by taking the assets and putting it into places where it will grow for you, where it will be protected and ultimately give you success in retirement. This carefully considered route helps retirees and pre-retirees avoid potential detours by accurately mapping out a holistic financial plan and identifying specific services required to ensure plain sailing.
Step Three: Delight in the Journey to Come Having established an ending goal and set out the route, the Journey Wealth Management team gets to work implementing a custom-tailored strategy. With the WealthWize Way, clients remain firmly in the driver’s seat. From the driver’s seat, they’re free to power ahead toward their goals and dreams, expertly guided throughout and delighting in the subsequent journey.
Find Out More About the WealthWize Way
Roy Gagaza and Journey Wealth Management want pre-retirees and retirees to be empowered to make informed financial decisions. Through the WealthWize Way and Journey Wealth Management’s library of webinars, videos, and other resources, they address a wealth of financial matters and cover various topics to help people prepare for the future and preserve their finances.
Among these resources is the WealthWize YouTube channel. Subscribe to the WealthWize YouTube channel to hear Gagaza discuss the above and more in detail. Alternatively, schedule a call or visit Journey Wealth Management to take the first exciting step toward your dream future today.
