Juana Baldwin RRC, CHS, CFP®, EPC Financial Planning Advisor
Does your investment advisor meet all of your wealth management needs?
The accumulation of wealth is the result of hard work, discipline and astute management. It’s growth, preservation and protection deserve equal attention. Our strength lies in the fact that we are dedicated to helping our clients define, and achieve their financial goals and experience peace of mind.
Some of the top 6 questions we hear are:
Am I going to be okay?
What happens to our savings if one of us gets sick or dies?
How can I pay less tax, now and at death?
Can I retire at “insert age”?
How do I get paid efficiently in retirement?
Do I pay down my debt or save more? ….
Our team of accredited professionals, has worked with many families, and business owners to build and customize a financial plan. We coach our clients through all of life’s transitions, to help them address not only these questions, but many other planning questions. Life happens, and things change, and so it is our belief that your financial plan is regularly monitored, updated and adjusted.