We help our clients feel comfortable with their financial situation and help them discover and achieve their financial goals by asking many questions to uncover their deepest dreams and answer any concerns, they may have.
I use my time tested Confident Retirement System which determines my clients current financial position, uncovers their dreams and answer their concerns, then develops a plan to help and encourage my clients to stay on track in reaching their goals and monitoring the plan to ensure my clients stay on track.
Our expertise is especially proficient in working with Pension Members approaching retirement, normally within 5 years, which helps them prepare. There are many big decisions to make, whether to Commute their pension, including providing an estimate of their future and/or present Commuted Value. I then use my Confident Retirement System to build a retirement plan, showing the benefits of each pension option. This provides a clear and concise picture of their retirement future.