Our Retirement Planning Philosophy
Do more than dream about the future, approach it with a plan.
Everyone has goals and dreams for their future and retirement years. Not everyone has a plan. We believe you should have more than just an investment plan and a tax plan for each year. Financial planning needs to be holistic in its approach—taking into consideration your taxes, insurance policies, estate documents, pension plans and invested assets—to protect and maximize your hard-earned wealth. If one of these areas is not considered during your planning, your plan may be unbalanced and leave a hole in your financial future.
A plan must be based upon an individual’s goals in which various projections, calculations, and analyses are conducted—unique to every individual. We believe in the value of having an advisor personally putting together each piece of each individual plan rather than plugging numbers into a computer. We like to get to know each client personally so we put that same personal touch into the plan.
We offer a free-consultation meeting to discuss your retirement goals and dreams. We’ll help you build a plan so that you can enter retirement with confidence. CONTACT US today or CALL (707) 576-8700 to schedule your appointment.