Whether you’re retired, preparing for retirement or running a business, using an integrated planning process, we’ll work with you to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Using the Freedom 55 Financial security planning process, we’ll:
Whether your goals are long-term (such as retirement) or more immediate (such as starting a business or saving for a child’s education), we can help you build a financial strategy tailored to your needs and those of your family. In developing your financial security plan, we’ll consider the four cornerstones of financial security planning:
We want to understand your needs, recognizing they may change as you proceed through life’s stages.
As you start your career, you may want to:
Having children changes your life and your needs. Now is a good time to:
If you own your own business, you may want to:
If you are retired or plan to retire soon:
Intrepid Financial Solutions