The picture on this page isn't some stock photo or one I paid a photographer to get. Its a picture of my grandparents taken years ago probably from my phone when picture quality wasn't so great. Its a slice of history that I cherish.
Retirement for their time was a company's responsibility to look after their employees in retirement with pensions, health care and life insurance. Today's retirement is a little different and requires individuals to plan for what their second act is going to look like.
When you spend the majority of your life saving for your retirement to begin, its a big mental shift to start drawing down the savings you worked so hard to build. That's where I come in. I will help to develop a strategy, segmenting your funds into different timelines so that the funds you need in the short term are available and the longer term funds are invested in longer term investments. This helps to make your money more efficient and help you to have access to your funds when you need them.
Having a plan is crucial in managing the shift from saving for retirement to enjoying retirement.
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