Who is helping you be prepared for retirement? My goal as an advisor is to help people near retirement make decisions to prepare them for many years of retirement. This is clearly different for every individual. As an advisor three important results are: (1) reducing your financial risk while achieving a good investment return, (2) working to improve your odds of a successful retirement and (3) decreasing your financial worries.
You need a plan! If you have 20, 25, 30 or more years ahead after your 'day job' is behind you, you need a plan to guide you for what is BEYOND. If you don't have a plan, you need one. Click on the HOME icon to see if you can receive a free retirement plan! There are restrictions.
Independent Advisor Retirement & Beyond is an independent Registered Investment Advisor. This means it is licensed to give investment advice for a fee. Independent means there is no affliiation or obligation to any mutual fund, brokerage or insurance company. Advice is given in the best interest of the client with no commissions impacting your advisor's decisions.
Working Together Key to a relationship is knowing we can work together. After that is determined, a plan is the best way to create a path for your future. Invesment advice to grow your retirement accounts is needed now and as things change on an on-going basis. If you have of us manage your ivestments, almost any investment option is available including stocks, mutual funds (without load), ETF's, corporate bonds and separate accounts.
Consolidate and Rollover If you have multiple retirement accounts, consolidate them with Retirement & Beyond. We can manage your investments and monitor progress to reach your goals. And there can be key advantages to setting up a Rollover IRA that you do not have with an employer retirement plan. We can discuss how moving your money maybe to your advantage when that time comes. Or if you have one or more accounts from former employers, consolidating into one account simplifies seeing results.
Retirement & Beyond wants to help you prepare for the future!
Let's determine what you want and what you need.
Getting a plan in place if you do not have one is critical.
We need to agree on what approach to managing your accounts is best for you.
Retirement and Beyond can be your resource for financial questions.
Our goal is to relieve you of some of the worries about the future.
