Retirement Planning
PLAN WELL. INVEST WISELY. RETIRE ON YOUR TERMS
WE OFFER OUR CLIENTS A TAILORED & UNIQUE APPROACH
and we give you the knowledge and freedom to act and think differently.
RETIREES & PRE-RETIREES
How long has it been since you started working? 30, 35 years? 40 years?
When you think back on everything that has happened – your first job, buying a home, climbing the ladder, raising a family, grandchildren - you have worked hard and poured your heart and energy into so much.
Now it’s time to sit back and enjoy the fruits of your labor.
WE ARE HERE FOR YOU!
Retirement shouldn’t be a time of stress. It should be an enjoyable time where you can live a life without worry and on your own terms.
Personalized Planning can ease the stress and worry of planning for and living in Retirement.
It gives you peace of mind and confidence having answers to worrisome questions like:
- Will my savings hold up throughout retirement?
- Am I making the right Social Security decisions?
- Will my spouse be okay if something happens to me?
- How will I handle medical costs, or a retirement home if needed?
- Do I have enough to help my family, to help send my grandchildren to college and leave a legacy?
It's never to early or too late to start planning.
Paradigm Shift Investing is tailor-made for retirement. We can help you take stock of what’s important to you and develop a plan to make it all happen.Setting goals, developing a plan, manage investments, and monitoring – We are there for you at every level so no matter what comes up along the way, you’re ready to handle it and keep living your retirement with the freedom and peace of mind you’ve worked so hard for all these years.
Next Steps
WE HELP YOU ACT AND THINK DIFFERENTLY
You are a smart and independent individual, with a focus on your successful future.
The financial firm you work with, giving you guidance and direction along the way, should be the same.
As a totally Independent Registered Investment Advisor, we have no ties to some big financial institution who calls the shots.
You do and you're our boss!
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Many investment firms start with a risk questionnaire and then “set and forget” your investments based on some predetermined formula. Rather than focusing on products, we start by focusing on you and your goals, and we give you the professional guidance and direction you need to achieve them. Importantly, this is the beginning of a lifelong process of reevaluating and tweaking, as your goals and aspirations evolve and change.
Our 100% Independence
We are an independent Registered Investment Advisor (RIA) firm. This affords our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.
Our Paradigm Shift Investing Philosophy
We marry financial planning and investment management with Paradigm Shift Investing.
Our Fee-Only Philosophy
There are many important distinctions to consider when selecting who you will trust with your financial future. How a financial professional is compensated should be one of them.