Is my portfolio positioned like it should be? If something should happen to me, will be my spouse be ok? Our goal for retirees is to help guide and be a trusted resource to our clients and families as they age. We help not only think about today, but the future. We also help think through charitable goals and putting in place plans to help the next generation and the creation of a true legacy.
One of our unique services is that we have developed a client aging program for our clients including retirees. We believe life can change quickly and by having discussions and plans in place, we can help client carry out their wishes.
At Aurochs Financial Group, our job is to help retirees put a plan in place that ensures the achievement of their most important financial goals. A plan that allows them to live their life with purpose and matches their values. We help families make smart choices with their money. We are comprehensive financial planners and comprehensive wealth managers. We are not commission based. We are fee-only. It is a unique approach. Ask us about it—we’re happy to explain the benefits!