The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Decades of saving in your company-sponsored retirement plan, your IRAs, and through your other investment vehicles often culminates with the day you plan to receive your last paycheck and receive your first distribution. How do you determine which day is right for you? What type of lifestyle will you be able to afford when that day comes? How much of that savings could be used to give to your children or your church without negatively impacting your quality of life?
WealthVision, powered by eMoney, is a powerful software we utilize to provide answers to these questions and many others like it. This financial planning process is included as part of the services we provide to clients that reach a certain asset threshold invested with our firm. We strive to ensure our clients have answers to their big picture questions that will determine the success of their retirement.
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