Whether you are 15 years from retirement, only 5 years out, about to retire or in retirement it is never too late to review your situation and make sure your financial position is optimised. If you feel it is too late then we help you to understand the options available to provide a better tomorrow.
Retirement advisor near me Advisory Group has been helping clients with retirement planning for many years. We take the time to understand what is important to you, where you want to be and provide advice on the opportunities available so that you can make an infomed and educated decision on what is going to be the best course of action for you and your family.
Most of our clients view retirement as a transitioning phase. What this means is they continue to utilise their vast skills and knowledge to work either in a reduced capacity (e.g. 3 days per week) or contract in blocks (e.g. 6 months full time contract then travel for 3 months) at a time. The old school view of retirement where one completely ceases work at a set point (e.g. age 65) is now in the minority.
Retirement advisor near me differentiates itself on our commitment to an ongoing relationship with clients. We are not interested in a one off transaction where you don’t hear from us again. We pride ourselves on maintaining regular contact with our clients through periodic reviews so that any changes in your personal circumstances or your goals are reflected in your financial strategy. This helps to ensure that the outcome you are after in given the best chance of being achieved.
A further area we keep our clients abreast of is changes in government legislation. It is our job to clearly explain to you how these will impact your portfolio. You can outsource the worry of your portfolio to us so that you can focus on living the lifestyle that you wish to.