Synthesis Wealth Planning

When I ask new people what their number one concern is, they say they don’t know if they’re going to be able to retire with the lifestyle they want. Most don’t have a pension, and don’t know how their contributions to savings will translate into the lifestyle they want. Through a comprehensive plan, we can determine if they are on target and if so, suggest ways to possibly enhance and protect it. If not, we can design a specific action plan to help them get there. This process helps them avoid major mistakes that could destroy their chances of a comfortable future, and provides them with a confidence and peace of mind that’s priceless!