Our primary focus is comprehensive financial planning with a strong emphasis on assisting our clients to achieve their retirement goals.
Many do not think about their goals for retirement. That season of life seems too far in the distance. Sadly, retirement sneaks up on most people and they have not adequately prepared. Some use a 401(k) thinking that will provide for their future needs, but find out they have not saved enough to maintain an acceptable standard of living.
We start with the basics – understanding what’s important to our clients. Once we have solid grasp on our client’s values, goals and timeline, we start looking at the many different options in the areas of investments choices and planning services. With thorough analysis, we make recommendations to our clients and what we believe will maximize their retirement assets.
Your most valuable assets are time, current income and investments. We develop a plan designed to maximize the use of current assets and income to achieve future goals. The sooner we can leverage the time factor, the better the probability of accumulating the desired level of assets.
Consistent service with regular reviews of your retirement plan are critical to keeping you on track to meet your retirement goals. Our representatives are happy to meet with our clients on a bi-annual basis and more if necessary to provide proper service.