Whether you’re still working or have already retired, retirement is one of the most important decisions of your life.
Having a financial plan is essential to your retirement. During your working years, you may have experienced rough waters and are now looking forward to your next adventure. The next phase of your adventure is creating your retirement income stream and your retirement is more than creating investment strategies. That’s why we’re excited about our personal financial planning process designed to connect your financial decisions to the people and things that matter most in your life. We take the time to learn about your needs and your goals so that we can help you live the best days of your life.
How it works:
Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, we will help provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life. With your assistance, we analyze your income and expenses along with your assets and liabilities to create your current financial picture.
Our team collaborates with you to create a more complete picture of your financial health by allowing you to connect items like your banking, mortgage, and credit card activity to your investment information.
Create an investment plan to achieve your goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.