How is our Financial Planning Process Different?

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Developing a financial plan for your retirement years is much more involved than just creating an investment portfolio and managing investment risk and rate of return. You'll need to plan for more than what vacations you'll be taking and what hobbies you'll be enjoying. 

The journey through aging is rarely a straight road and it often brings with it twists and turns that can take us by surprise. Looking ahead, planning ahead, making personal choices and key decisions for how to handle future events and/or challenges that may lie ahead is the cornerstone of a solid financial plan.  

What will your expenses and cost of living be as time passes and you move through the different stages of retirement and aging?  How much monthly income will you need to live a comfortable life and how will you generate that income?  Will you have plenty of financial security throughout your lifetime or will life throw you a curveball that causes you to run out of money?

We do more than just talk about developing and maintaining a financial plan for each of our clients, we actually do it.