Retirees

 

Retirees

What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Annika Cushnie, CFP®, CIMA®
Annika Cushnie, CFP®, CIMA®
Partner | Wealth Advisor

Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.

Lisa Brown, CFP®, CIMA®
Lisa Brown, CFP®, CIMA®
Partner | Wealth Advisor | Chief Strategy Officer | Corporate Professionals and Executives

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."