Retirement Income Planning

At Advanced Wealth Management, we are committed to helping you address all of your concerns and create a retirement that you can look forward to enjoying, stress free!

Our purpose is to guide you in sidestepping any potential retirement uncertainties by translating your financial strategy into tangible steps utilizing our well-structured five-step approach. Interested in discovering your current level of retirement readiness through our retirement quiz?

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Income Planning

With this tactic we aim to establish how your expenses will be met in retirement. When should you take social security? If you don’t have a pension, should you create another guaranteed source of income to supplement social security? Will you have enough income to meet your needs? How does this plan withstand longevity and market risk? We can answer all of those questions for you! We will create your personal balance sheet and project it into the future, while accounting for an emergency fund as well as planned and unplanned expenses. We can perform stress tests like a long term care situation or significant market downturn to see how your retirement would be impacted.

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Our Mission

  • To educate you about Holistic Retirement Planning Strategies

  • To empower you to make informed decisions to optimize your retirement goals

  • To foster clarity and peace of mind

Our Founder

Hello, my name is Tony Gomes, and I am the founder of Advanced Wealth Management. I want you to know that my firm has your best interest at heart. Our work ethic and beliefs are the culmination of years of overcoming adversities, and because of our journey, we place the wellbeing of our clients above all else. 

To help you understand the environment in which you entrust your financial hopes, let me tell you a bit about myself and how I came to be here today.

I spent my childhood continuously moving among the Cape Verde Islands, with little to no supervision and gnawing hunger in my belly. At the age of nine, my journey to the United States was fraught with tension. I came from a fatherless background and was thrust into racial disparity, but I managed to come out on top through hard work and determination, despite the view of many that my heritage wouldn’t allow me to succeed. I went from a young boy on the streets of New Bedford with no grasp of the English language, to a successful marketing agent, with a Bachelor of Business Administration in Finance and Marketing through the University of Massachusetts and a Master’s of Business Administration from the University of Texas.

Tired of the long hours in the corporate world, marketing for brands such as Gatorade and Tropicana, it became evident that if I truly wanted to succeed and be the best father I could be to my children, I would need to rely on myself as I had throughout my childhood.I became a partner with a venture capital firm. One of the companies we funded, Inktomi, which Yahoo acquired in 2003 for an unbelievable sum, and then, after searching my soul on how best I could give back to my community, moved into the world of financial planning. 

After many years of working with a company that didn’t have my clients’ best interest in mind, I started Advanced Wealth Management in Florida with a Family Office mentality, committed to helping potential retirees through a Holistic Retirement approach. 

I don’t tell you this for sympathy, but instead to exemplify why our clients are so important to us. The life lessons I have learned, from self-affirmations to hard work, helped me navigate with the mantra: 

 

“You can be happy with all you can become.”

I’ve held on to that belief throughout my life. 

I am very proud of what we have developed and how our process and services have benefited our clients in so many ways. 

It’s my hope that you, too, can benefit from the life lessons I’ve learned and become a part of our business of life by heart.

Tony’s Background

University of Massachusetts – BA

University of Texas – MBA

IBM

Quaker Oats/Gatorade

Tropicana Products, Inc

Harvard and MIT

Financial Planning, Strategic Business Planning, Advanced Trust Institute

CFP Course Completion, CRFA and CAS

To learn more about how the team at Advanced Wealth Management can help you reach your retirement goals, schedule an appointment with us!