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The Millennial’s Guide to Retirement Planning
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Calm the Financial Side of Your Mind
Calm the Financial Side of Your Mind
When it comes to money, you know enough to be dangerous. You’re confident because you're earning a good income and putting some of it away. You feel like you are doing the basics right. Time is your biggest challenge because you don’t have enough to dive into this stuff like you should. It’s hard not to wonder how much easier it would be to partner with someone who specializes in this area.
Plus, knowing that you are doing the right things and being tax smart can give you peace of mind.
We Define Peace of Mind Together
Peace of mind is a term that is thrown around in the financial industry. The truth is, many people work with advisors that don’t help them define what it means.
In our approach to financial planning, we help clients define it through the following:
Education – It’s critical to understand what we are doing, how we do it and why it helps you.
Confidence – We want big events throughout life (kid’s education, career shifts, retirement) to feel prepared for and exciting.
Stress Reduction – Day to day thinking about financial events can cause anxiety with the future unknown. You’re free from financial stress or concerns.
You will feel less stress when you feel more educated and confident in your financial plan and financial journey.
A Simple Three Step Process
Discovery - Introduction to see if we are the right fit.
Roadmap - An in-depth review of investment strategy, insurance selection, and taxable events to show where you are at and where you are heading.
Present and Implement – If our strategy puts you on a smarter path, we help you put the pieces in place.
What is the point of it all, really?
Easy answer: Life is worth living.
As cliché as it may sound, we mean it. What is the point of having money if you don’t know why, what or who it’s for. People who have lots of money can still feel lost. We have seen people with less money be happier, content and more satisfied. At some point, you’re going to realize that time spent worrying about rate of return or doing this on your own was not time well spent.
Partnering with us can free up your time, reduce stress, and allow you to focus on what truly matters to you. Be confident that your finances are in good hands while you enjoy the moments and experiences that make life meaningful. It’s about more than saving and securing your financial future; it’s about enhancing your peace of mind in a way that you define.