Along the lines of broad based financial planning, most clients are interested in planning for retirement. You are likely wondering…”am I on track?” Or, “when can I retire?” These are issues we review at least annually, and complete before ever making an investment recommendation. Each client is unique, and we do not offer a boilerplate approach to your future plans. We want to understand what retirement means to you. What does it look like? From there, we tackle the number crunching, before presenting our analysis with you.
