One thing is clear. Someday you’ll probably want to retire. If not, you’ll at least want to begin slowing down and enjoying life to its fullest, possibly by traveling more, spending more time with family, or volunteering. The question is: “How do I get from here to there effectively and realistically?”
At Retirement Planning Resources, we are committed to improving the long-term retirement goals of our clients through a variety of high quality financial services. Our individualized programs are designed to grow and conserve wealth by delivering unparalleled personal service along with top-quality retirement products.
We agree to keep you informed on a regular basis with relevant and timely information and, in turn, we invite you to actively participate in your financial plan by keeping us informed of any new developments that may affect the strategies we’ve designed for you. We believe retirement planning requires a team effort between you, our firm, and the many other advisors you may have in your life.
To keep in step with the team effort approach, we have built several strong relationships with third-party advisors over the years such as Actuaries, Attorneys, CPAs, Mortgage Lenders, REALTORS®, and Securities Advisors; many of which we have right here in our office, so we can easily schedule appointments with an entire team to help complete your financial puzzle and make it a picture you can see clearly. In addition, if you have specific professionals you work with regularly, we are happy to team with them to work on your portfolio so that we’re all working on the same goal for you.