You must be thinking, isn’t there an app for this? Something that will let you type in some numbers, dates and bada-bing, you got a retirement plan.
It should be that easy and it’s aggravating that it seems so complex. But we can make it easier for you. Together, we’ll review your planned retirement date, your lifestyle, your goals and depending where you are in age, we’ll assess your risk tolerance. No matter what plan we put together for you, we carefully weigh risk while we’re building your strategy. We’ll weigh debt against current, past and future savings plans, and analyze any investments you already have. We’ll discuss things like lifestyle and how you expect to live during the retirement years. We’ll look at all facets involved. You might be planning on a big expense before retirement, or saving for college for one or more children. All of this goes into our “app” so to speak.
Working with one of our advisors will feel more like sitting down with a friend, (one with experience and education!) as well as a track record of helping people just like you. We will make sure we understand total financial picture so we can help you put together a full cohesive plan.