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AVOID COSTLY MISTAKES
Put your financial well-being first by getting help to avoiding these common pitfalls.
How Emotions Affect Decision Making
Market conditions change quickly, and a lot can happen during a year. Volatility in the market triggers our fight-or-flight instincts. One snap decision could cost you a lot of money. A financial advisor can help you from an objective and rational perspective.
IMBALANCED PORTFOLIO
Just like hasty decisions, the opposite reaction of not making any moves for a long period of time can also be costly. Market conditions change over time, and if you don’t keep up, your portfolio may not stay aligned with your needs. Your life circumstances change as you age. A financial advisor will spot any changes necessary to realign your portfolio.
POOR TAX PLANNING
OVERWHELMING HEALTHCARE COSTS
According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2021 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. You might need this much money saved for health care expenses alone. But if you don’t save enough for health care expenses, it could mean you’ll be unable to afford other things like traveling or taking care of grandchildren.
So how much should you save for health care expenses? We’ll help you build a plan for future health care expenses that fits into your overall retirement income planning efforts.
From a little to no estate plan
Make an appointment for a complimentary consult with a trusted advisor
Jeff Junior, CEO & Founder
Jeff Junior, CEO & Founder
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About Us
Retirement planning and estate planning go hand in hand. We are proud to offer both financial advisors and lawyers who work together.
No estate plan is created in a vacuum; we consider all aspects of your estate plan, including wealth management and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets.
Our advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. We’ve helped thousands of clients.
Veteran led and family owned
Since 2012
Get an expert opinion on your game plan
Schedule a free consultation now. There are no obligations, just good advice for your situation.