Broker Check

July Check-In

July 24, 2018


Your 50s and 60s are crucial years for building wealth and preparing for a financially independent retirement. Whether you fall into this demographic or not, it’s important for you to take your retirement budget for a test drive. 

After estimating how much income you may need in retirement, do you think it’s reasonable to cover your living expenses and the things you want to do?

Give us a call today to review your budget and help you prepare for a successful retirement.

In addition, we wanted to check in to see if you had any changes or updates that you need us to attend to.  If we can be of service in any way, please do not hesitate to contact us. 

Stacy Brilliant, Chief Operating Officer



All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.