Invest intelligently and retire on your own terms.
And do you have a financial plan to help you get there – on your terms?
The greatest fear for many is that they will work for decades, and have no plan for that day we all deserve – to stop. Instead of relying on Social Security, you can plan. We are your partner in that planning.
Your job pays the bills. That’s all it’s meant to do.
But thankfully, there are ways to use that income over your working life to ensure you never have to work again, and won’t be dependent upon anyone.
Our clients are investing for their own peace of mind. Part of that, is knowing that their children will be free to pursue their own dreams as well.
Josh Curtis, expert retirement planning and tax advisor.
Congratulations on taking this step in your retirement plan. Depending on which study you read, the majority of Americans are either way behind, or significantly behind, in their savings for retirement. But you won’t be.
Some studies say that 7 in 10 expect to work until well into their 70’s. Others say that 50% of 55-64 year olds have saved nothing at all. And while this next stat may seem good, I still find it concerning – only 1 in 6 have saved $1,000,000 or more. That may sound like a lot. But that is not nearly enough to fund 30 years of financial freedom in retirement. This is our mission as a firm. Not to provide you an acceptable or adequate retirement – but a retirement that is both worry free and financially free.
It is now my responsibility to prove to you how much your financial security means to me.
Throughout the years and decades that we work together, you will never find another investment advisor who’ll care more about you and your family, or who’ll be more deeply committed to the realization of your financial goals.
We believe in history, not speculation.
Our investment philosophy is backed by 80 years of consistent data. We aren’t fortune tellers or used car salesmen. We advise what we believe in – we advise what we ourselves invest in.
When we say that we invest your money like it is our own family. We mean it. Because it’s how we are investing our own and our families money.
If you’d like to learn more, you should speak with our advisors. They could talk all day about the decades of data that prove the best method to beat trend line inflation over a working life and then into retirement age…
But if you’re like most people, you’ll skip the 50 hour lecture and just say – “take care of my retirement and make sure I don’t run out of money when I’m 90.”
Contact our team and have a conversation.
Schedule a time to talk or simply give us a call. Our team of advisors and consultants have only one mission – helping our clients.
What are you trying to achieve in retirement? Where are you currently at financially? What are your family and financial goals?
You’ll then receive advice from our advisors. From there, and with their help, you can decide if you would like to come on board as a client.