Many retirees assume they will. But many leave work and discover that they need more money, only to find that their portfolios and savings are not providing it. Without retirement planning, you may enjoy retirement for the first few years and then find your quality of life decreasing along with your money.
Wishing and hoping won't make it happen. You've got to plan to achieve the retirement lifestyle that you want. Our team can do the hard work for you so you can retire in the right frame of mind. With over 32 years of experience, knowledge and insight, we can help you plan to gain more control over your money during this defining time of your life.
Wishing and hoping won't make it happen. You've got to plan to achieve the retirement lifestyle that you want. Our team can do the hard work for you so you can retire in the right frame of mind. With over 32 years of experience, knowledge and insight, we can help you plan to gain more control over your money during this defining time of your life.
Services
When professional help is needed, we're a valuable resource! We work with estate trust attorneys, tax specialists, and long-term health care professionals. We participate in annual continuing education in many financial and insurance investments to keep updated on latest regulatory and product changes.
Since 1988, our company has provided investment and insurance services to clients of all ages, as well as retirement plans for businesses. For many, we have become a friend of the family for several generations. We have helped fathers and sons, mothers and daughters, and grandparents and grandchildren over the years with life's transitional needs.
Mary Trexel provides the highest level of individualized client service; offering financial solutions that focus around retirement planning, future income and overall investment goals for individuals and their families. She is committed to developing a clear, actionable strategy for ensuring that all assets are working toward helping clients achieve what matters most.
In order to enable you to make an appointment during off-hours, we've enabled specific times (10-noon and 2-4pm on Tuesdays and Thursdays) for current clients to self-schedule an appointment. We may follow up with a call for confirmation during business hours. To set an appointment otherwise, please contact us.
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