"The client's needs and goals are the only valid measure of success for a financial planner." - Bill Bachrach
PRERETIREES
Are you sandwiched between your career's final chapter and retirement?
As you are planning to end your career soon, you already know the importance of preparing your finances. You may have set your goals, such as traveling and leaving behind a legacy, and probably come up with a few ways to save money and increase your income but don’t have an actual plan.