Pre-Retirees, 50s

Your Needs

  • "Pre-retirees" worry about having enough money, and how to appropriately invest what money they have.  
  • They need to know when they can afford retire. 
  • They need to develop a financial plan for the next phase of their life.  
  • They may still have kids to get through college, and need a plan to do so.
  • They need to focus on eliminating debt.

Our Solutions

  • Detailed retirement plan
  • Savings targets
  • Consolidate and manage assets
  • Debt elimination plan
  • Assist implementing estate plan
  • Insurance review

Find out more

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