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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Mission Statement

Wealth Advisory Ltd.’s mission is to provide financial services to clients in a professional and objective environment that focuses on the client’s true needs. In our view financial services should meet one’s financial objectives in an analytical and comprehensive forum. We do not and will not use the word “sale” in providing our services. We view objectives over the long term and we incorporate the consequences of our recommendations into every clients specific tax situation .