When it comes to Retirement Planning, make sure you work with an independent Certified Financial Planner ™ who has experience and knowledge in multiple disciplines of retirement planning. The words retirement planning or “planning for retirement”, are often times thrown around in the industry to get people’s attention towards a certain investment vehicle or a cure all product. In reality, retirement planning is much more involved and often times complicated to do accurately. It involves intricate knowledge of the inner workings of many aspects of the financial arena. It also involves a deep understanding of the dynamic relationships that exist between life situations of clients and planning strategies that are not just suitable, but in the client’s absolute best interest. As Clode puts it, “Vehicles and products are often sprinkling tools. A financial plan builds a house to live in, and a skilled financial planner knows when, and if, sprinkling in those tools will strengthen the foundation”.
When it comes to retirement planning, our process addresses clients on both ends. For younger clients we incorporate their unique strategic retirement plan into their complete plan and for retired clients we spend most of our time designing and deploying income and withdrawal strategies. For more information, please make an appointment for a consult.
Lead Financial Planner
Financial Planning Administrative Manager
Client Service Manager