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 Our clients want to make the best use of their resources and achieve financial security and independence.
Individuals and families who work with us share in our belief that financial advice is best offered in an environment that minimizes potential conflicts of interest. Many have learned through experience that uninformed decisions can be costly, and are highly motivated to work with a Fee-Only professional advisor who does not sell financial products.
Financial security and independence doesn’t happen all at once. It begins when we’re starting out as adults and means something entirely different to us as we approach retirement.
Our clients range from working professionals to pre-retirees, to retirees. We find that the most pressing issues faced by our clients usually depends on the stage of life they are in.
If You Are Retired
- your primary concern is likely to be managing your money to ensure the funds last through a long life expectancy
- you may need professional help managing your portfolio to better protect it from stock market volatility while creating a retirement income stream.
- you may seek help consolidating assets from various plans such as 401(k), 403B, 457 plans
- you may want to make sure that you’re spending from your investment accounts in a tax efficient manner
- you may want to better understand what level of annual distributions your portfolio can sustain, and how to plan for the impact of inflation over time.
- you may have questions regarding other issues such as gifting, charitable giving, and alternative living arrangements.
If you would like to learn more about how we can help you to achieve financial independence, please get in touch with us.
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©2010 On Course Financial Group, LLC. All rights reserved.
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