A special thanks to Stephanie Garza from the Colorado Springs Chamber and Economic Development Center for arranging this great event. Also, thanks to the several Chamber Ambassadors who attended along with several of our great clients. This pre-retirement calculator is designed to help you assess how well you have prepared and what you can do to potentially improve your retirement outlook.
There are three things to consider before dipping into retirement savings to pay for college. A cash flow statement can help you evaluate your personal income and expenses and see if you are operating "in the red" or "in the black" each month. We are a family-run financial services company with a goal to take care of our clients and their families.
There are three things to consider before dipping into retirement savings to pay for college. A cash flow statement can help you evaluate your personal income and expenses and see if you are operating "in the red" or "in the black" each month. We are a family-run financial services company with a goal to take care of our clients and their families.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Hand at bottom of circle: our firm is always there for the client every step of the way no matter what the situation and we always do what's in their best interest. The entire logo represents the following: We are a family financial services company taking care of our client families through proper diversification guiding them every step of the way.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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