RETIREMENT PLANNING
Take control of your retirement
Retirement is one of the most important times in your life. Realizing a “safe and secure” retirement is an incredibly extensive process that takes years of planning. Retirement planning can be overwhelming and then when you are retired, the management of your wealth is still a full-time job! Our process is simple and direct as we review your retirement objectives and goals in order to understand how we can protect your principle using a holistic approach with reasonable rates of return.
During this process, we will ask you the following questions:
- Have you started planning for your retirement?
- Do you already have any retirement products and if so which ones?
- Do you know what your risk tolerance is?
- What are your goals? Are you more concerned with principal protection or are you looking for pure investments?
- Is part of your strategy to transfer wealth to your family such as your children or grandchildren?
Let’s sit down to talk and make sure you your strategies are optimized for your goals. Nico offers a no cost discovery meeting. Contact us today to get started on empowering you and your retirement plan!