Ongoing Planning & Investments
Description: This program is for those who are close to retirement, who are in retirement, or
for those who have an ongoing complex financial situation that needs ongoing assistance. We build an ongoing relationship to walk you through the Financial Wellness system, maintain that system, and provide peace knowing a real human has your back and cares. Have confidence in knowing you have a person who has looked through your insurance policies, that your portfolio is diversified, we are collaborating with your tax professional, you have a plan for retirement, you can call/email anytime, and who is up to date on all legislation and market changes.
Commitment: We ask for at least a one year commitment with the intention of building a long term relationship. We will put our time and effort into this relationship and expect the same.