500 Virginia Street East
People today are living longer, spending two or even three decades in retirement. And the responsibility for the bulk of retirement income has shifted to individual investors. Which means careful planning is more important than ever if you want to enjoy the retirement you’ve always dreamed of.
That’s why we use Stike Wealth Enhancement plans to help our clients prioritize their goals and address their concerns.
Stike Wealth Enhancement features advanced interactive technology to help us understand your current situation, the possibilities available and the tradeoffs that may be necessary to achieve various outcomes.
Together, we'll get a thorough picture of what matters most to you, including:
Stike Wealth Enhancement also helps us predict how your plan may be affected by different choices. For example, we can look at what could happen if you retire earlier or later, make or decline a major purchase and so on. Plus, we can use it to anticipate how your plan may be affected by events beyond your control such as changes to taxes, inflation or life expectancy. Modifying the planning variables allows us to see right away what the potential impact on your future financial position may be.
Based on what we learn from Stike Wealth Enhancement, we can choose strategies and financial plans that are well suited for accomplishing your unique goals. contact us today to begin planning for the future you want.