Envision walking down a corridor with two doors at the end.
The first door has a number one at the top and has a sign that reads “money outlives people”, those that walk through door number one will have their dignity and independence, the opportunity to discuss taking a cruise, purchasing a lake house or the ability to help pay for their grandchildren’s college.
The second door has a number two at the top and the sign reads “people outlive money”, those that walk through door number two will have limited choices and flexibility in the later years of retirement.
As you get closer to seeing the two doors down the corridor, there is only one exclusion that will keep you from entering door number one, and that is the presence or absence of a formal, written, retirement accumulation plan. Do you know exactly how much money it’s going to take to retire comfortably and to remain comfortably retired? Would you like for us to sit with you and figure it out, knowing that there will be no cost or obligation?
We create a personal website for each of our clients to consolidate their financial assets and liabilities and facilitate the financial planning process, to include cash flow management, risk planning, asset allocation and investments, financial reporting and projections.
To view a short video about this web-based planning tool that allows you to track the progress of your financial goals, receive daily updates of your accounts, and a vault to store your important documents, visit: