We Have a "People-First" approach to
Financial Planning For Retirement
We may be able to help you find a solution to safeguard your hard-earned retirement savings. Our simple approach to financial planning for retirement and asset management is highly helpful to many retirees and pre-retirees seeking more security. We manage your money in an “active” manner. In other words, we make every effort to handle your funds in a way that minimizes losses. Even in case of another stock market downturn, we can show you ways to stay safe. What percentage, if any, of your funds are being held in “safe money” accounts? Is the distribution of your assets out of balance? Contact us, so we can talk about your situation and retirement goals.
What We Do
What distinguishes us from the many retirement planning experts out there? Well, we constantly consider what’s best for our clients. We can give you investing advice to steer you toward “safe money” options you might not have thought of. In our opinion, the secret to a well-balanced portfolio is to choose options focused on protection. Our experience in the world of retirement planning and our passion for helping people shine through in all the work that we do.
Why Clients Choose to Work With Us
Our clients appreciate the way we take time to get to know them and educate them. We provide educational seminar presentations throughout the year so you’ll have opportunities to learn as much as possible. We also understand that there isn’t a “one-size-fits-all” solution that works for everyone when it comes to financial planning for retirement. It’s a delicate process that will vary depending on the person. We take the time to learn about you, your circumstances, and your objectives because of this. Our goal is to maintain your financial stability so you can retire with optimism and confidence.
Join us for our
Educational Seminar Events
We invite retirees and those nearing retirement to our seminar events as a way to help them prepare for the future. You can get your questions about retirement planning answered at no cost, and while there, you can enjoy a gourmet meal (also no cost). Nothing will be sold at the event, and you are not obligated to make a follow-up appointment. That being said, if you do want to schedule an appointment with us, by all means, give us a call.
READ ABOUT
Our 3 Core Principles
Here’s a bit more on our 3 core principles when it comes to financial planning for retirement.
As stated previously, we put safety first. During your working years, you may have been a bit more comfortable with risk. Investments in the stock market certainly come with their ups and downs. However, if you’re approaching, or already in, retirement, your goals may have changed. You may be looking to keep your principal in a more secure place. We can work with you to find a good place for it, based on your risk tolerance. As we’ve talked about previously, insurance products are an option to consider.
Many people think that safety and reasonable returns are mutually exclusive options. However, this is not necessarily the case. In addition to finding the product that provides you with the most safety, we’ll also select one for you that gets you reasonable rates of return.** You won’t need to spend so much time worrying about running out of money, if you have a financial vehicle that offers a guaranteed* lifetime stream of income.
Despite what you may think, financial planning for retirement doesn’t have to be complex. You don’t have to spend so much of your time worrying about your money, and you don’t have to be confused about it, either. You can count on us to keep you updated and respond to your questions. If you don’t understand something, we’ll take the time to explain it. Lastly, we’re not the type of firm to just sell you something and walk away. Instead, we’ll reach out to you to make sure your plan is still working and you’re still confident in it.
What Is Your Long-Term Plan?
We’re here to help our clients get a good idea of where they are now, set up a plan, and put that plan in motion. We can get you safety, reasonable rates of return,** and simplicity. Help us help you with financial planning for retirement.
