Your Future

Retirement can take many forms and not all of them are golden.

Today it rarely involves completely exiting the workforce. Many may need the income, but most of us need the meaningful use of our skills and abilities to stay healthy, mentally and physically.

You may not get paid for all of your efforts, but they are still important to you, your family, and the community. Planning for these years should help you begin to create the flexibility to choose if and when you work, volunteer, travel, or play with the grandchildren.

Our approach to retirement planning is flexible as well. We have seen elaborate plans with fine details that cost lots of money, far too often become obsolete, because of the unexpected. Life is full of unexpected events and your plan must allow for them. They come in the form of an unplanned pregnancy, a disability, or maybe parents moving back home. Instead of fine detail, we use broad strokes to paint your financial picture. Then, every so often, revisit the plan to see if changes are needed to accomplish your goals.

Successful implementation and periodic review of your financial plan will begin to move you toward financial independence during your working years and through retirement. We are happy to work with your current investment advisor to coordinate our planning with their products.

Meet Mark Vermillion, our CFP®.


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