Retirement = Income
In Retirement, it's all about Income. It has to be the main focus of your planning. Where is the money going to come from that will allow you to live the lifestyle that you want? Simple... Your Personal Savings. So no matter what your age is today, make savings a priority.
For most people Social Security is an important part of their retirement income, but do you really want to count on the Federal Government to pay your bills? No, this responsibility rests squarely on Your shoulders. While that may sound daunting, the good news is, you're not alone. We're here to help you. We'll guide you, coach you, encourage you and build a team around you to make sure that when you get to retirement you have the assets to fund Your Retirement Lifestyle.
As a Fee Based Registered Investment Advisor (RIA) and Fiduciary, you don't need to worry about the sales of commissioned investments. Whereas stock brokers have to take care of their employers needs first, our licenses mandate that we must put your needs before our own.
What is Your Retirement Lifestyle? Everyone is different, and we work with all ages to help build a portfolio that is tailored to reach Your lifestyle goals. We're not big on titles, but Personal CFO fits pretty good.