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!

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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