P.O. Box 16
You have vision on how retirement will look for you, and we want to help you achieve that. At Greenstone Financial we will develop a financial strategy focused on what is important to you. We look at all aspects of your financial life. We work with you listening to your goals, aspirations, and dreams and come up with a coordinated approach that is meant to simplify the process.
We will partner with you to create a comprehensive retirement plan including:
Once we have clearly looked at these areas, we then can guide you in understanding what you need to be saving to reach those goals. If you have saved in IRAs, Roth IRAs, 401k, or other retirement plans we will look at that as well as taking into consideration Social Security, Medicare, and long-term healthcare costs.
We will continue to reevaluate your goals to see if anything has changed. Reviewing where you are today compared to where your goals are for the future. As your retirement gets closer, we will become more detailed in the planning process.
If you are interested in talking about your retirement, please reach out to us by calling 414.533.5353 or by e-mail at firstname.lastname@example.org
Download: 8 Timeless Principles of Investing