If you check out other financial planning sites, you may notice a consistency like the Yellow Pages…they all “look” the same…they are very proper and word perfect and say all the things they will do for you.
Now, rather than making this into a word perfect site, we’d like to write to you as if we are talking together over a cup of coffee about your future - because in the end, that’s what this is really all about - your future, in retirement.
To put it another way...
Which retirement plan best describes where you are headed?
Plan A Plan B
FACTOID: The U.S. Bureau of Labor Statistics' Current Population Survey (2010) said there are 6.5 million workers age 65 and older in the workplace this year, compared with 4.1 million in 2000.
It also stated there are more older workers keeping their jobs, but the number of full-time workers has grown to 3.6 million in 2010, from 2 million in 2000.
A major reason stated was that they are reaching retirement age with LESS IN THE BANK than they need to pay their bills.
IS THAT YOU?
So which retirement plan are you headed for…
Plan A or Plan B?
Regardless of whether you are in PLAN A or B right now, our single focus is to help you to be as prepared as possible - financially - for your retirement and life's unforeseen events when you stop working.
You should be enjoying your retirement knowing you have a plan in place that meets your needs and wants, but also makes complete sense to you.
If our approach strikes a chord with you, then let’s get to know each other a little bit better over a cup of coffee and see if we are a good fit.