If you’re approaching retirement, you’re looking ahead to a stage of life that’s immensely rewarding, but also full of questions. You’re probably concerned with the longevity of your savings and investments. Most of all, how do your options and decisions affect the lifestyle you want in retirement?
As a partner in making the transition to - and enjoying - retirement, your Brightworth advisor will first work with you to understand and organize your finances and fully understand your unique situation. Together, we can establish goals, and a strategic plan to reach those goals, while monitoring and reporting on your financial metrics.
- Retirement planning
- Investment management
- Cash flow and income tax planning
- Business transition planning
- Risk management