Retirement Planning
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A five-step retirement system
Our planning consists of a five-step retirement system we complete together. Through this process, we review current asset allocation and risk, income you need for retirement, legacy planning and tax strategies.
The Five Steps
Selecting a Financial Services Professional
Fact and Feeling Finding
Strategy
Solutions and Executing
Ongoing Relationship
The place to begin is to complete this simple, Risk Assessment questionnaire https://thefinancialhq.com/greenmoneyplanning to get your complimentary score to evaluate your tolerance towards financial risk or Contact us today to discuss how to get started.
Disclosure: Whenever you invest, you are at risk of loss of principal as the market does fluctuate.