At Pure Financial, our mission is to help you financially prepare for your future. We understand that choosing someone to support you with your financial decisions isn’t always easy, which is why we offer a free financial assessment. We want you to feel confident that your financial advisor understands your unique situation and can help you achieve your life goals.
The Times They Are A-Changin’. Maybe you’re switching jobs or transitioning into retirement. Or maybe you’re just uncertain what to do in the midst of political and economic turmoil.
You realize that the decisions you make today are going to determine your family’s quality of life for decades to come. But you’ve never studied taxation or social security strategies or optimal investment distribution strategies.
Heck, maybe you don’t even know how much money you need to retire.
Because let’s face it, the average American spends more time planning their summer vacation than they do planning their retirement. Maybe that explains why so few people enjoy a financially secure retirement, and even fewer know freedom from economic anxiety.
If you’re ready to take a closer look at where you stand heading into the next chapter of your life, come in for a free two meeting financial assessment. You’ll meet with a fee-only, Certified Financial Planner (CFP) who’ll take a close look at your retirement cash flow, your social security and pension options, and your investment portfolio. Best of all, you’ll also get guidance on minimizing your retirement tax bill, and taxes, after all, will be your biggest retirement expense.