Faculty and Staff in their 50’s and 60’s
Clients approaching retirement or a new phase of life have many considerations that warrant the assistance of certified financial planners. They may need help evaluating whether they have saved enough for retirement or how to transition to a time when work is optional. They have spent their life focused on achieving their goals and working hard, so knowing when and how to “take their foot off the gas” can be daunting.
Check out these videos to learn more about financial planning, retirement planning, wealth management, and long term investment strategies: