Summer Fun

We are here to help you plan for your retirement.  Le’ts focus on your bucket of ‘fun’.  You have worked hard for your money and sometimes it is hard to spend.  People fret about having enough saved, well, it is a valid worry.  We will walk through your budget, projected expenses and such.  Once you have identified the ‘keep the lights-on budget’, we can talk about fun.  For some folks fun is defined by sailing around the world, others it is taking the grandchildren for an annual fishing trip, we sit down to find out what is important and fun for you.

By having this conversation early, you can easily begin to piece together your retirement.  It all starts by filling the buckets.  If you need help, please know we offer a free consultation.