WHAT TOPICS WILL BE COVERED?

We’ll provide exercises to help walk through how you can identify and outline achievable dreams for your retirement.

How to pick an appropriate financial advisor?

Discuss the particular burdens that many women face during retirement.

Explore risk tolerance and how to manage investment risks.

We’ll explore some of the steps you can take toward doing what you may need to do to realize those retirement dreams.

Everyone’s journey to retirement is unique. Dream/Do is about working with you to help you balance the dreams you have for retirement and what you may need to do to get there.

Focused on Retirement Planning

OUR GOAL: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding “guesswork” and the “unknown.”

OUR SPECIALTY: We specialize in providing guidance on the financial questions many people face during, and leading up to retirement, especially surrounding Social Security Maximization.

All attendees are eligible to receive a complimentary second opinion financial strategy session.