You are looking ahead to your years in retirement. You may be concerned about the risks you see such as affording long-term care, taking account of inflation, and paying for healthcare.
To create the life you desire you know you need a retirement plan. You would like clarity about how much you can spend in retirement without running out of money. You would like to understand the difference it would make to your lifestyle if you worked beyond your traditional retirement years.
For an efficient and illuminating process you can call on Old York Advisors to help you map your plan.
Our disciplined process, Goals Planning and Monitoring (GPM), takes you through three strategic steps.
Step One: Understanding Your Goals
We listen to you. Our experienced team is at your side to help you fill in a detailed picture including your future goals, your perspective on risk, and your liquidity needs.
Step Two: Designing Your Plan
Next, we devise a plan that supports your goals with a selection of investments and the allocation of those investments.
Step Three: Monitoring Your Plan
Once we approve your plan and put it into action, we continue to monitor your progress toward your objectives. Always, throughout the 3-Step Process you gain the insight, experience, and ongoing support of our team to take care of the big picture for you along with the finer details.
Discover more about how our team looks after the big picture and the finer details HERE.
Our goal is to help you live the life you’ve dreamed of and make your money last.