Retirement planning advisory services
Have you started thinking about your retirement? Many of our new clients are “Boomers” with most of their accumulated assets in one or more former employer’s 401(k) as well as a smaller amount in IRAs and some home equity.
They know their investments coupled with a smart Social Security filing strategy are key to replacing their regular income in retirement, but they may be afraid to make a mistake with them.
They may have an inheritance coming from parents, but they are also concerned about their care. They probably have some college funds for their kids, but aren’t confident they’ll be able to cover everything. (A classic “sandwich generation” scenario.)
Many have a mortgage on their home, but don’t know if it’s the right kind. Or they may be considering a move to a smaller home at some point. They may have all kinds of insurance, but don’t know if it’s too much, too little or even needed at all.
Some may never fully “retire” as they continue some aspect of their former career as a part-time consultant, or start the small business they’ve been dreaming about for years.
If any of this sounds familiar, you’re a good candidate for our help. It is very fulfilling when our knowledge and experience can propel someone else toward their goals. We take a comprehensive view of each client’s financial life, and we’re passionate about your success.
Unbiased advice… the benefit of independence. If we tell you we’re independent financial advisors, what does that mean to you? It means that we’re not bound to “push” proprietary products nor do we have sales quotas. We begin the retirement planning relationship with a comprehensive financial plan, which is centered on your goals and the things that are most important to you.
Retirement planning is about more than numbers. If you haven’t had a chance to read it yet, please download our free retirement guide: "Fundamentals of Retirement Planning: A Quick Guide to Give You a Head Start" HERE.
Want to get the ball rolling? If you’d like to speak with one of our advisors one-on-one, we’ll be happy to meet with you. An initial meeting is completely free of charge, private and confidential. We welcome the opportunity to answer any questions you may have, get to know you and find out if we’d make a good team.