Do you wonder if you're doing everything right financially? Sometimes it's difficult to know if you are taking the appropriate steps. Taxes, investments, 401K rules, etc... It's easy to get lost and then put it off till later.
Not sure if you are saving enough or have put enough away to comfortably retire? You are definitely not alone. A retirement savings and income plan is essential for building wealth and preserving your assets.
Are you taking too much risk with your investments? Or maybe not enough? Market downturns can be brutal on a portfolio exposed to too much risk, and inflation can silently eat up money if invested too conservatively.
Plan for you and your children's future without sacrificing your own goals.
The last 10 years before retirement are critical. Our retirement checklist gets you there.
You've worked hard to get here. We'll make sure you can enjoy it with confidence.
We invite you to come and have an introductory visit with us at no charge. This is a short, get-to-know-you meeting where you can learn about us and see if we will be a good fit working together. This can be in person, by Zoom, or just by phone.
We rarely do business on a first visit; our goal here is simply to learn about you, what your needs are, and then come up with solutions to address them.
We then invite you for a second meeting where we can present recommendations and discuss your options.
Once we decide to proceed forward, we will design a detailed financial plan that contains specific, actionable recommendations to address any needs or issues you told us about earlier.
We will review your plan together to ensure accuracy and that everything you need was addressed, as well as make any adjustments as necessary.
After we've finished your plan we then get started on helping you complete any action items and guide you through the steps going forward.
Your part's done, now it's time to relax! With your financial plan in place it's now our job to take the wheel and guide you from here on out. We will follow up diligently to make sure your steps get completed and ensure we've answered any questions.
Our service doesn't stop there either, it's just beginning. When you become a client we make a commitment to be there for you.
Times change, but we will be here to monitor and adjust your plan to make sure it stays relevant.
What I enjoy the most about my job is helping people put all the pieces together.