Financial Planning for Pre-Retirees
PLAN FOR RETIREMENT WITH
For our clients approaching retirement, preparation and confidence are paramount to the success of the plan. Determining how much longer to work or when they want to retire depends on their current financial situation and what they envision retirement to be. Pre-retirees want to have confidence in their advisor to help them plan for a future where they can enjoy life to the fullest.
We put the wealth and well-being of our clients first. Through our True Bearing Roadmap, we help our clients set goals for how they want to retire and create a financial plan to help make it happen.
We preserve our clients’ wealth by seeking to maximize income and savings through appropriate tax-, investment- and risk-management strategies. Through the optimization of Social Security, employee benefit plans, and retirement accounts, we can create a sustainable source of income up to, and throughout, retirement. With a properly designed distribution strategy, we help our clients’ money last as long as they do.
With a focused plan and financial guidance you can trust, retirement stays in view.
There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.