Spencer Gordon understands that it can be easier to build your assets (as you are working) than “managing” your money as retirement edges closer! “To retire, and stay retired, comfortably” is a goal shared by almost everyone!
When you consider that many of us will live 20 years or more, after we stop working, it becomes clear that the choices you make, or do not make, NOW, will surely impact your finances, in the future. I can help!
Just as your financial picture and assets are unique to you, planning for the future is more than just “looking at numbers.”
How is your health? Where will you continue to live? Are there special considerations for parents and children, who may need your help? What travel and recreation plans are important to you? Do you have hobbies and potential vocational interests?
Working together is a partnership where the focus is on everything that is important to YOU! More than just “looking at numbers,” right?
We can help you reduce these risks through a wide range of services and solutions, including
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.LEARN MORE
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.LEARN MORE
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.LEARN MORE
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.LEARN MORE
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.LEARN MORE
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.LEARN MORE
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.LEARN MORE
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.LEARN MORE