Build Your Financial Independence

Just as there are young adults that have inherited a pile of money and never need to work, we also see people in their 70s still working retail to make ends meet. Just because you turn 65 doesn’t mean you’re suddenly financially independent.

Financial independence requires building enough assets that provide you with enough income for the rest of your life. Still, it’s important to find the right assets for your situation, and not overwhelm your portfolio with needless or overly risky options.

We’ll explore the types of assets you’re interested in building and develop a plan that works with your portfolio and retirement goals. That way, you’ll know that your portfolio is working for your retirement, and not the other way around.