Update 06-21-2018 As I watch the financial game shows it seems obvious that they are trying to explain the market’s recent struggles with the “Trade Wars” narrative. While this may have some bea…Read More
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We can help pre-retirees, like you, smooth the transition and overcome the challenges of such a profound lifestyle change with smart and savvy retirement planning. Working together, we’ll talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals given the time you have and the risk you’re willing to take. If you have to make tradeoffs, we’ll help you there, too, showing you how small compromises might make a big impact over the long term. We’ll also talk about the things that concern you, and solutions that can help alleviate those concerns. And as your lifestyle changes, we’ll update your financial plan to keep you moving in the direction you want to go.