Taylor & Huntley Financial Group

CONNECT

Address:

51 W. Hollamon Street
Camp Verde, AZ 86322


1600 W University Ave
Suite 104
Flagstaff, AZ 86001

Phone:

928-567-9512

Fax/Other:

928-567-3364 ,

the Pre-Retiree

the Pre-Retiree

 

Preretirement is a very important time to make sure your finances (and life) are organized and ready for retirement. We help pre-retirees define and analyze their goals then check to see if their current investments will allow them to meet their goals. We analyze the current portfolio and look for gaps in it (high fees, improper asset allocation, low diversification, etc.). From there we are able to recommend changes to make their goals more likely to be achieved. We also help walk through tricky issues like caring for parents, kids, or both. Additionally, we review your estate plan to look for gaps or updates that should be made. Here is a sample of the ways that we help pre-retirees:

 

-Gap analysis of current investments

-Retirement goal analysis

-Insurance analysis

-Transition from work to retirement (help understanding when is your last day of work, or incorporating part time work)

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck