For those who are approaching retirement or already retired. I offer a no cost, no obligation process to help you determine whether working with a financial advisor makes sense at this stage in your life. The initial process consists of 2-3 meetings where we discuss topics such as:
- How I get paid
- What a financial advisor can and cannot do
- How I craft a lifetime retirement income plan
- Can you afford to retire comfortably?
- Is your current portfolio aligned with your long-term goals?
- Is a fixed income in retirement the best strategy for you?
- Strategies designed to help combat increases in your cost of living
- Calculating how much you need to save so that you can replace or provide a new lifetime income in retirement
- Owning companies versus lending to them
- Understanding risk versus volatility
- Diversification
"The key to making money in stocks is not to get scared out of them."
