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Approaching  Retirement / Already Retired or Financially Independent

One of the most rewarding things about being a financial advisor is watching your clients make the tough choices and save their way to financial independence.  If you still have all of your faculties and are enjoying good health, reaching that point is not the end, but rather a new beginning.  We have had clients transition to new businesses, new lines of work and even travel.  Whatever your reason is to hit financial independence, we take the planning process of getting you there and making sure that you stay on track so you can realize your retirement dreams.

Once you have achieved financial independence, there are a number of different questions that you should spend some time answering, such as: 

These are just a few questions we ask our clients.  Our focus is helping to identify the next step and beyond for our clients.

If you are interested meeting us and seeing if we are a good fit for helping you reach your retirement goals, give us a call!  We offer a one-hour complimentary consultation.

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.