Ongoing Planning & Investments
Description: This program is for those who are close to retirement, who are in retirement, or
for those who need ongoing assistance. We build a long term 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.