Investing: Pre-Retirement

At this stage, you have been investing and you are looking for ways to maximize your investment. Our coaches will help you find the right pre-retirement plan for you. You are in this stage at any age if you:


  • Have been saving or investing for 10 years or more
  • Are trying to determine when you can actually retire
  • Have worked with investment or financial advisors in the past but are concerned about your current investment performance
  • Have money spread out across multiple investment or savings in a somewhat hodgepodge and chaotic manner
  • Recently received money through a one-time event such as inheritance, divorce, marriage or death of a spouse and want to do the right thing
  • Want to make the best financial decisions between now and your formal retirement.


Knowledge Is Power…Be Empowered!

Knowledge is power when it comes to investing. Take time to learn what you need to know about investing your money. We make learning easy but we also make it a priority. Every client must be part of the investment decision making process. But not before you fully understand the details of how your money will be working for you.

Contact us today to set time for an initial consultation.