Do you wonder if you're doing everything right financially? Sometimes it's difficult to know if you are taking the appropriate steps. Retirement, investments, 401k rules, etc... It's easy to feel 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 paying too much? Do you have a strategy to minimize your tax burden, both now and in retirement? The tax code can feel really complex, and most people feel frustrated trying to navigate through it.
Plan for you and your children's future without sacrificing your own goals.
The last 5 years before retirement are critical. Smart planning gets you there.
You've worked hard to build it. We'll make sure can enjoy it with confidence.
You are welcome to have an introductory visit with us at no charge. This is a short, get-to-know-you meeting where we can learn about each other 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 make sure that we are the right people to help you. If we're not, then we'll be happy to refer you to someone who's a better fit.
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 initial plan in place, it's now our job to take the wheel and guide you from here on out. We will follow up regularly to make sure your steps get completed and begin to monitor future progress.
And the 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 on a regular basis to make sure it stays relevant.
What I enjoy the most about my job is helping people put all the pieces together.