Having a plan for “down markets” is important in retirement. Don’t get caught off guard.
— Aurochs Financial Group Success Principle
As part of the planning process, we are available to directly assist you with implementing the strategies that have been agreed upon. In addition, we work closely with you and your other advisors because we believe (as the Japanese proverb tells us), “None of us is as smart as all of us.”
We review your plan with you formally at least annually, and we communicate with you regularly.
Monitoring your plan on an ongoing basis is vital. These updates enable us to collaborate with you to adjust for changes, for example, in your personal circumstances, the overall economic conditions, the markets, and tax laws.
We are by the side of our clients not only as they approach and transition into retirement, but also if they experience health issues or when they simply glide through the aging process and want to make sure their expenses and family are taken care of.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r)