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!