Retirement & Financial Planning
We have partnered with Potter Financial in order to provide financial planning and investment services. You can find out more below.
Financial Planning
Before undertaking a large project, especially one that could earn much money in the long term, it’s common (if not necessary) to start with a plan. For example, building a home or starting a business requires extensive preparation; statistics show that most companies founded without a business plan fail within the first few years of business. As you can see, planning pays off. However, when it comes to personal financial planning, many of us are willing to take the risk. Why?
The process of acquiring wealth involves many factors that are beyond our control. However, we will help you take advantage of opportunities to generate more wealth potentially. During our free consultation, we take a full assessment of your financial standing. Then, we suggest specific accounts, investments, and strategies based on your goals. By the end of that very first meeting, you’ll know some of the next steps to take towards a more livable future.
- Saving for retirement
- Saving for child’s college expenses
- First home purchase
- Leaving an inheritance for children/grandchildren
Our financial strategy considers your current income, other assets, risk tolerance, current tax bracket, assumed tax bracket at the time of retirement, and more. Depending on any combination of factors, we suggest the best account and investment strategy for you. Because we offer managed accounts, you may be able to tolerate more risk than you would if you were to manage your funds. Furthermore, our portfolio selection includes a wide array of mutual funds; this allows you to quickly enter the market and start seeing returns, even without any investment or market knowledge. If you prefer to manage your portfolio directly, our financial planners will make sure you know how to do so wisely. Keep your strategy in mind, and don’t make a rash, emotional decision. If your direct account is with us and you need any advice or assistance, we are only a call away.
Retirement Planning
Retirement is not an age but a number. It’s the amount you need to have at retirement to spend your golden years in dignity.
We’ve got some good news and some bad news about retirement planning.
Good News
Bad News
Don’t let delayed retirement savings delay your retirement.
You Need Above-Average Retirement Planning.
Retirement planning requires much more than setting money aside. The amount of money you save is significant, but so is where you put it. It’s also valuable to pay attention to what you do with the money you don’t save. That’s where we can help. Let us help you develop a retirement plan that is designed to pay off. We will analyze your financial situation and create a strategy that far exceeds the expectations of the average American. Our long-term retirement planning services include:
- Consultations
- Client Education
- Investment Strategy
- Account Management (Roth IRA, Traditional IRA, 401K, Rollover accounts, and more)
- Market Research
Regardless of your current savings or income, we can develop a personalized retirement plan for you. Furthermore, we can help you execute it.
We will help you learn and invest in
- Mutual Funds
- Exchange-Traded Funds
- Individual Stocks
- Treasury Bonds
- Corporate Bonds
- Options
- Index Funds
- Annuities
- Commodities
- Real Estates
Call today for more information
Disclosure
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A broker-dealer, member of FINRA/SIPC, to residents of TX, CA, FK, MA and NM. Cambridge and Potter Financial are not affiliated. Check the background of this financial professional on FINRA’s BrokerCheck
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