STILL PLANNING
Are over 55 and ready to focus on their own finances, after successfully launching their kids.
Not sure on their retirement date, but probably within the next 5-10 years.
Want to know:
“Where do I stand today?”
“When can I retire?”
“Do I need to be saving more?”
Want comprehensive financial guidance, not just an investment salesperson.
Have questions on how best to save with their 401(k), company stock plans, and outside investments.
A planning process that provides advice on...
How much to save
What accounts to fund
Reducing taxes
Using company benefits
Choosing the right insurance
What to invest in
Goals
Why you need it?
Your money has a job to do. Many people have a collection of investments - not a plan. The best investment decisions flow naturally from smart planning. By combining the two you can add money to your bottom line