Our approach balances short-term security with long-term growth
At DATCU Wealth Management, we build retirement income strategies that prioritize near-term stability while positioning your assets for long-term growth. Our personalized approach aims to have reliable income today, confidence for the years ahead, and a plan that evolves with your life.
Retirement Income Plan
We help you plan your income for retirement ahead so you can navigate market shifts without stress or lifestyle changes.
Social Security Planning
We aim to help you maximize your Social Security benefits by aligning your claiming strategy with your broader retirement plan—so you can position yourself to get the most income possible, when it matters most.
Long Term Care Planning
We help you evaluate long-term care coverage to protect your assets and ensure quality care—without placing the financial burden on your loved ones.
Medicare Planning
We guide you through Medicare decisions to ensure timely enrollment, cost-effective coverage, and seamless coordination with your broader retirement and healthcare strategy.
How we work with you
Our two service options are designed to save you money.
At DATCU Wealth Management , we like to keep things simple. We want to provide value that makes sense and fit your specific needs. For most clients, it equates to a small fraction of their overall assets. Below are the two options:
The Guide to Wealth Program
- A full financial plan helped to guide us on your financial journey
- Annual meetings to keep you on track and your plan
- On going financial planning
SmartStep Program
- CD Alternatives, Investment Analysis and More
- Flexible Financial Guidance
- Tailored Solutions for Every Need
Start planning your best life today.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you throughout your journey.
Build your plan.
We’ll help you build a tailored roadmap so you can work toward your goals.
