The Pilot Approach
Although our practice is primarily divided into two groups, a common thread serves as the foundation for every relationship- client education. We strongly believe in teaching clients along the way, enlightening them about certain strategies and products, and coaching them on how to make well informed decisions. As challenges lie ahead, we take pride in navigating our clients through financial turbulence.
Most of our clients are retirees or baby boomers nearing retirement. Just like you, they have worked long and hard to build up their nest eggs and look forward to spending more time with family, enjoying a new hobby, or traveling to new places. Our goal is to create sound investment plans for Our clients seeking to:
- Have a dependable income stream throughout their retirement.
- Transfer assets to loved ones.
- Address health care/long term care needs.
In today’s ever changing markets, it is not prudent to leave your financial future on autopilot. Start working with an insightful, articulate, and passionate advisor that will care about your assets more than anyone else without your last name.
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There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.
Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.
Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.