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Our Owner, David Wertz is Retiring so we are no longer taking clients
This Financial Planning discussion is for people in or very near retirement. You need a Retirement Plan because you will be retire a long time. your help we can create a retirement plan looks ahead and gives you the ability to balance what you want to do today with what you want to do 10, 20, even 30 years from now.
You still need to plan for the long term
You will be retired a long time. With today's longer life expectancies the amount of time you can expect to be retired is getting quite long -- up to 30 years. Thus, you need to plan for the long term.
There are two part to a Retirement Plan
Protecting what you have checklist
We will be glad to discuss the kinds and amount of insurance that you should have. Note that as Fee Only advisors you can be confident that the advice we give is objective and unbiased.
Who We Are
We are headed by Dr. David Wertz, who has
You need income to pay your expenses in retirement. The hardest part of doing this is that you will be retired a long time. For example, when a couple retires at age 65 there is a 50% chance that one member of a couple retiring today will live to age 95. This long time in retirement has serious consequences.
How We can Help
Given the above, you need a plan that will enable you to pay your after inflation expenses 10, 20, even 30 years from now. With your help we can create a retirement plan looks ahead and gives you the ability to balance what you want to do today with what you want to do in the future.
The return on your savings is important. As our page The Advantage of Saving Sooner shows, almost as important as the amount you save is the return you get on your savings. As the recommendation and our Investment Advice page shows we are have an excellent investment success record. For retirees we especially emphasize the after inflation that your savings produce.