What’s your plan for the rest of your life?

Retirement & Investment Group is responsible for more than $500 million* in client investments.

Retirement is a well-deserved reward for a lifetime of work. Your time is your own, and you get to choose how you spend it. Everyone’s vision of retirement is different, but all have two things in common: You want to live the life you’ve dreamed about. And you don’t want to run out of money.

Most people spend decades saving for retirement. But when that dream is finally happening, your approach to your finances needs to change. Instead of just saving your money, you need to take distributions from your savings and use your money.

Whether you’re planning to retire in the next few years or you’re retired already, a sound financial plan is key to a fulfilling and secure rest of your life.

*More than $400m in advisory and over $100m in brokerage assets.

Imagine the great retirement you can have.

In our advisory role, we are fiduciaries, meaning we act only in your best interests

Choose a partner you can trust.

  • First and foremost, insist that your financial advisor is a fiduciary. That means they are required by law to act in your best interests, never their own, when providing advisory services. Then, look for the Certified Financial Planner™ credential. CFP® professonals meet stringent certification requirements and can advise you on your complete financial picture, not just your investments.
  • Next, make sure your team includes a Chartered Financial Analyst — a professional who is qualified in advanced investment analysis and real-world portfolio management skills. Lastly, look for deep resources and experience and a proven track record of delivering success for clients. Retirement & Investment Group brings you all these qualifications and more.

A dynamic guide to the rest of your life.

A well thought-out, data-driven plan shows you how your finances will unfold throughout your retirement. You can be confident in how you’re spending (or not spending) your money. And you’ll always have the data to make sound decisions. That kind of knowledge is priceless.

Your plan is a living document that keeps your goals always in sight. As your circumstances and priorities change, as they inevitably do — whether it’s welcoming new grandchildren, pursuing a new adventure, or dealing with an unforeseen health issue — we’ll help adapt and evolve your plan with you.

One of our most important guiding principles is this:

We won’t recommend anything we wouldn’t invest in ourselves.

Contact our team of fiduciary financial advisors today to get started.

Contact a Financial Advisor Today!