Our team’s approach to retirement planning addresses retirement goals of wealth accumulation, investment planning, income planning and longevity planning. Our portfolios are tailored to our clients' needs and risk tolerance for all stages of life.
At age 65 the average life expectancy is 84 for men and 86 for women. Since you may spend 30 or more years in retirement your retirement plan needs to be designed for the long-term.
Regardless of where you are in the planning process, the Foran Group can guide you through all the stages of your retirement and address the important issues that will allow you to live an uncompromised lifestyle in retirement.
At The Foran Group, we are very proud that Financial Advisor Lou Foran has received the Forbes Best-In-State Wealth Advisor award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Lou!
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us.
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Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
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