Our clients are in the pre-retirement and retirement stages of life. You need a financial advisor who is keenly aware of the unique needs of retirement. We’ve always maintained a goal to help others so they can feel good about their non-working years and strive to make the most of their money. We can do the same for you. It’s your turn.
Pre-Retirees
The Perfect Time to Plan
There are unique needs in every stage of your financial life. If you haven’t retired yet, you’re in an ideal stage to formulate your long-term plan and set yourself up for a smooth second act. Pre-retirees are smart to collaborate with a professional advisor while still making a regular income.
Here are some questions you may be asking yourself:
- Am I saving enough in the next 5–10 years to meet my retirement goals?
- How should I adjust my investment strategy as I approach retirement?
- Should I prioritize paying off debt or building additional savings before retiring?
- What healthcare coverage and long-term care planning should I consider now?
- How will market changes or economic shifts impact my retirement timeline?
Together, we’ll address these critical questions and develop a clear, personalized strategy aimed at helping you prepare for a secure and confident retirement.
Retirees
Are You Making the Most of Your Assets?
You’ve spent decades working to be able to afford a comfortable retirement. But you’re wondering if there are untapped strategies you could take advantage of to make your money stretch even longer, or perhaps even leave a legacy to your loved ones. Getting a second opinion on your current plan is a smart idea. If you’ve navigated to retirement on your own up until now, it’s probably time to get a fresh perspective with the help of a financial advisor.
Here are some questions often asked by people in retirement:
- When will I be able to retire and can I continue my current lifestyle?
- Should I change my risk strategy now?
- Have I saved enough money to cover taxes and medical expenses for the rest of my life?
- When should I claim Social Security?
- How should I invest my retirement savings?
You’ll get answers to all these vital questions in our collaboration. No more guesswork; we have the answers to your questions.
Ready to start the conversation?
Schedule an introductory phone call with us today.
