Glide | Financial Plan

It’s Time For Your Hard Work To Pay Off
 
What could be more important than making sure you’re getting the best financial advice when you need it? For many, the objective is not to retire in the traditional sense, but to be free to enjoy your retirement years.
 
Miscalculating the true cost of living expenses during retirement can impact the sustainability of your assets. Whether your desire is to make sure your resources last, that you are not a burden to your family, or that your loved ones are taken care of, i•financial’s customized plans will ensure your continued financial security and freedom.
 
We dive into the true costs of retirement living to form realistic budget options that have the greatest potential to meet your long-term financial needs. Together, we will develop a balanced investment planning strategy in order to reduce risk and enhance stability. Let us evaluate your life-planning options including: long-term care insurance, living wills, estate planning, and more.
 
Contact us to set up an in-person, online, or phone consultation today.