Your complimentary consultation begins with a candid conversation about your financial goals for today and the future. The initial focus is aimed at determining your present financial status and your current progress toward your goals.
- Accumulator (5 or more years away from retirement)
- Pre-retiree (within 5 years of retirement)
- Retiree (currently retired)
As a client, our team of skilled advisors can help you:
- Balance living your life today while saving for tomorrow if you are an Accumulator;
- Navigate transitioning from Accumulator to retirement if you are a Pre-retiree; and
- Manage living your dreams while preparing to leave a legacy for your loved ones if you are currently retired.
Our approach goes beyond advisory meetings and outstanding client service. The client experience includes invitations to events of interest including: financial informational seminars, lifestyle webinars, bring-a-friend events, and community service and volunteer opportunities. We provide you with this multi-faceted approach because we believe that your active engagement coupled with the help of our advisory team makes the road to retirement an enlightening, fun, and overall fulfilling experience.