Actively Retired
You are living your life as a retired individual or couple, but you still have financial questions and lifestyle goals. You might already have a roadmap in hand, but now that you have “retired” you have evolved your learned vision of the ideal future, and it no longer aligns with your initial intentions for this next phase of life.
Please know you are in good company. Retirement is life change, and just as with any change in life it is impossible to predict all the scenarios that might occur. We specialize in advising those in the active retirement phase with a dynamic and fluid approach to financial modeling that illuminates the many possibilities that still exist, helping you arrive at a revised financial roadmap that integrates everything you have learned since entering this next chapter.
Call us at 704.943.2131 to schedule an initial consultation, or you can complete our contact form and we will respond to your inquiry within 24 hours.