Senior Money Matters

 

 

The retirement years offer us some of the greatest opportunities in life, as well as challenges. Some pre-planning, as well as ongoing investment reviews, can make the experience both rewarding and worry free. As a trusted financial resource I can guide you through the transitions the later years bring; those you expect, as well as the unexpected events.

Whether it's the loss of a loved one, a change of residence, or a family wealth transfer event, I always take the time to get to know you. By understanding your needs and goals, I can develop a plan to meet both your personal, as well as your financial objectives.

  • Income planning to make sure your covered for the long term
  • Estate planning objectives- including strategies to offset the effects of inflation & taxes
  • Preservation and growth of  assets

 

  • Aid in Attendence information
  • Long Term Care information and alternatives       

 Call me for a complimentary session to review your goals and investment objectives. 206 441-6884