NURTURING WEALTH
SO YOU CAN LIVE A LONGER, BETTER LIFE IN RETIREMENT
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make trade offs, we help you there too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
“OUR GOAL IS TO HELP YOU LIVE THE LIFE YOU’VE DREAMED OF AND MAKE YOUR MONEY LAST.”
Let’s Start a Conversation
Visit Us
550 Pinetown Road, Suite 314
Fort Washington, PA 19034
Call Us
Telephone: 267.470.4109
Fax: 267-443-1270
Email Us
Peter.Gutekunst@RaymondJames.com