2910 North Swan Road
We review your past experiences, current situation, gather information, and begin discussing your goals from now and into retirement.
As we move through the discovery process in our first meeting we also want to make sure several fundamentals are in place for your TEP 401(k) such as:
Our second meeting we bring clarity for your path to retirement. We address the good, the bad, and the solutions.
We discuss ideas for your TEP 401k and other retirement income sources and/or investments such as:
We need to be reviewing your retirement plan on a regular basis. This clear communication helps us:
ADVANTAGES OF WORKING WITH AN ADVISOR:
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Call or email me for more information or to schedule a no-cost, no-obligation consultation.