Schedule Your Retirement Navigation Review

Every great plan needs monitoring, maintenance, and adjustment to perform at the highest level.

Your retirement plan and portfolio must consistently meet your ever-changing financial needs and goals.

During our review meeting we’ll discuss:

  • Any updates to your financial goals
  • Changes to your assets, income, expenses, and liabilities
  • Your current investment portfolio and performance
  • Tax planning strategies
  • Your investment risk capacity, tolerance, and requirements
  • Your required cash flows and income streams
  • Your Bear Bucket, Bear Slider, and backup financing
  • The current market and economic environment

Most importantly, we’ll give you the peace of mind and money confidence to actually enjoy retirement instead of worrying about money!

Click the button below to schedule your Retirement Navigation Review with Greg & Jeremy: