Complimentary Financial Review
I want to invite you to a complimentary conversation over coffee or tea. This is a 45 minute consultation at an area café designed specifically for busy professionals and active retirees. Your consultation is an opportunity to privately discuss the questions above or other financial matters important to you in a relaxed environment. This consultation is free of charge for those who qualify.
Need the confidence of a financial review?
- Are your savings and investments aligned with your financial vision?
- Do you know how much you’ll need to enjoy your vision of a confident retirement?
- Are your savings, investing and tax savings strategies working together?
- Do you know how much you can withdraw from retirement savings without running out of money?
If you’re like most people, you won’t know the answer. But planning for long-term goals such as retirement is important, and it doesn’t have to be a mystery. A financial review can help settle those unsettled feelings in the pit of your stomach. Without adequate savings, many retirees find they have to continue working after retirement, or reduce their expenses and standard of living. I can show you whether you’ve been saving enough or quantify how much money you need to set aside.
- Is your financial plan aligned with your goals?
- Do you have a comprehensive investment plan aligned with your need for risk? Have you taken on risks that you aren’t compensated for taking? Is your current advisor biased or conflicted in the advice they give you?
- Do you have nagging questions like the ones above, but have been too busy to find the answers?
Our hope is that after your consultation your unsettled thoughts are replaced with thoughts of confident ones. Are you ready? Please contact us via our Contact Form, by email, email@example.com or phone at 773-699-4756.