Enjoying Retirement

What does your retirement look like?  Are you relaxing on a beach somewhere?  How about traveling across the country enjoying your adult children and grandchildren?  Maybe you are enjoying a new hobby you didn’t have time to pursue while you were working?  Whatever your retirement looks like we are happy to discuss that with you. And while you are enjoying the years that do not involve a full-time career, we strive to make sure your financial plan continues as you intended.  We are also here to discuss changes that may arise for your Financial Plan.

  • The following case studies are hypothetical and are for illustrative purposes only. These studies do not represent actual clients but a hypothetical composite of various client experiences and issues.  These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted. Actual performance and results will vary.

"Communication is Key"

Melinda and Greg have done a very nice job of preparing for retirement.....

​Continue Reading​