Growing old is an inevitable destination that everyone will have to face, and we thrive on the daily sustenance dependent on the income that we earn. So people decide to retire, they lose a considerable amount of money that regularly enters accounts after every paycheck. Therefore, saving money for retirement is of vital importance. Wilbridge Financial Group, Inc., steps into the limelight as a company that helps future retirees manage their finances for an easy lay off from work.
Percy Bland Jr., the CEO, and founder of the company Wilbridge Financial Group, Inc., is a financial adviser and entrepreneur from Philadelphia, Pennsylvania. With a Master’s Degree in Business Administration from Arizona State University, Bland leads Wilbridge to guide individuals, firms, and families toward financial literacy and freedom. Instigated by a deep understanding of retirees, Wilbridge created The Retirement Income Shortfall Analysis, which helps in controlling finances and predictions relating to retirement.
When people leave their jobs — regardless if it is due to retirement or not — the wants and needs of individuals continue. There are necessary expenses, like buying clothing, housing, insurance, and food, and discretionary expenses like dining in a restaurant, going on vacations or buying materials for a hobby, and other things that need to be sustained. What Wilbridge Financial Group, Inc. does is that it guides its clients to prepare for these expenses that burden individuals even after retirement.
Often, taxpayers settle with Social Security, retirement saving assets, mutual funds, and pension, and the income that they will soon get from these sources can potentially help them live out their retirement with ease. Wilbridge Financial understands that the ever-changing landscape of the economy exposes retirees to several risks.
Bland explains to his clients the four key risk factors that come with retirement and time; stock market, longevity, inflation, and taxes. The four elements, according to him, lead 60% of US households’ retirement income to run dry in just nine years. True enough, over 75% expressed fear of unsustainable retirement funds. So Bland makes sure that his clients will not carry out this burden with their proprietary trademark Retirement Income Framework. The extensive 5-pronged roadmap carefully analyzes a client’s presumed retirement money and simulates over a thousand scenarios using available data. This way, the client is offered with solutions to mitigate risks and assure a smooth sailing maneuver after retirement.
In all his affairs, Bland values honesty and integrity. It is with these characteristics that his excellent and quality service to the community gave him national acclaim after being selected as one of the 40 Under 40 individuals by the Phoenix Business Journals last year. The list features forty of the youngest and most influential individuals in the US who have made significant contributions to society. Along with him are artists, entrepreneurs, influencers, CEOs, and visionaries that had their share of volunteerism and ceaseless service to the community. As the CEO of an esteemed company, Bland leads with an example of patience to his clients with empathy. He understands that battling real problems that real people experience will require this approach.
Through Wilbridge Financial Group, Bland embarks on a quest to work with clients to educate them on their financial standings and probabilities in the future so that they may lead a happy and comfortable retirement.