In retirement....your investment goals have likely changed..
Have Your Investment Selections and Strategies Changed??
Part of our Planning with Purpose process is understanding your wants and needs and designing an investment strategy that fits with life in retirement. Considerations include income access, risk tolerance and current and future taxes.
Every individual is different; therefore, every individual's financial roadmap will be different. And while a financial plan alone is not the equivalent of a retirement plan, obviously to maintain a healthy retirement you need an income and investment plan that meets your financial goals. At Voyageur, investing your money starts with knowing how your money needs to work for you. Do you have an income need from your investment accounts? Do you want your money to grow but not take the same kind of risk as you did in your 30's and 40's? Or are you simply more focused on growing your accounts for distribution and estate planning purposes...Whatever your needs and goals are, we will work with you to design an investment plan that seeks to accomplish your desires and obtain the results you are looking for.
Services
Insurance
Investments
Investments
A 30-year old who is a few years into his or her career will have completely different goals than a 60-year old who is about to retire, who will also have different objectives from a 90-year old in the twilight of life. Insurance strategies should be made accordingly, as there is no "one-size-fits-all" when it comes to retirement planning.
Investments
Investments
Investments
At Voyageur, our goal is to determine which financial path makes the most sense for you and your family. Depending on what your goals are, will ultimately determine the options best suited and in alignment with achieving your objectives.