Are we ready? Can we retire?  Do we have enough in savings?  Are we in a position to retire?  What will retirement look like?  What will we do with our days? These are common questions we are asked by those who are on the north side of 50 and trying to understand what it will take to retiree.  As a pre-retiree, our goal is to help you answer all these questions and many others as you begin to think about what retirement looks like and what you need to do to get there.  We are here to help you through the preparation stages and into retirement.  You have been successful getting to this stage, we are here to guide you through one of the most important transitions you will make.

At Aurochs Financial Group, our job is to help pre-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!

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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