financial planning for
Your future together is as unique as you are. And, so are your investment concerns. As one half of a working couple myself, I understand the issues and questions you face as you plan your financial future.
Whether you have children or not, you can design and plan a legacy that honors the impact you’ve had in the lives of others through proper estate planning. Call me today to talk about my financial services for couples.
my financial services for
I will help you address specific concerns and goals like the examples listed below.
What if you outlive your money? We’ll continually look at different planning scenarios to assess how best to draw down assets in retirement while allowing for healthcare, long-term care, and nursing home costs.
What if your money outlives you? You can create a financial legacy by designating how you want your assets distributed to your children, friends, family members, and charities during or after your lifetime.
How do you protect your partner? Ensuring both partners are protected if the other dies or becomes incapacitated is easily addressed through upfront planning that provides adequate protection.
I will also help you with these items:
Maximize your employer benefits, build your savings, and leverage your income
Help you to aim for financial freedom today and build for your future
Establish and prioritize long-term financial goals (e.g., buying a house, buying a second house, plan for an early retirement, leave a legacy)
Identify an appropriate investment policy that will grow with you
Invest soundly and monitor your progress on a regular basis
Ensure you are on track to accomplish your goals
Pre-Retirement and Retired Folks
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Neal, Inc. are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, CT, IA, IL, NY, VA, & VT. No offers may be made or accepted from any resident outside the specific states referenced.
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