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

Learn more about how our fee structure works.