Spanos

retirees

Financial guidance for your walk in life.

Now that you’re on the road of retirement, managing your money is more important than ever. As with any other stage in your life, factors such as your retirement goals and the economic environment may change, requiring you to make adjustments to your portfolio.

We can work with you to regularly review and reassess your portfolio and help give you confidence that your portfolio is appropriately balanced between growth-oriented investments and income-focused assets, depending on your needs.

In addition to an ongoing review of needs, goals and investment performance, we can help you understand how routine decisions can have a significant impact on the effectiveness of your long-term plans. For example, consolidating cash accounts – including savings, money market and checking accounts – can make it easier to monitor your savings and spending and take advantage of lower fees and potentially higher interest rates.

Growth-oriented investments generally involve greater risks and may not be appropriate for every investor.