Approaching Retirement

Accumulation Acceleration

You’re on the home stretch of your career years; the children are grown and your home is almost paid for. The prospect of retirement is tasting sweeter and sweeter…freedom to simply enjoy life or perhaps pursue a second career or hobby. Or possibly, the opposite is true for you. You might be forced into retirement before you’re ready. In either case, there’s one important factor you must verify now, while you still have the opportunity to make a dramatic difference in the style of living you’ll experience when you’re retired and no longer getting a paycheck. When the time comes, will you have accumulated enough in personal investments and 401k assets to provide sufficient, sustainable retirement income for life? If you’ve already done some calculations, did you factor in the impact of future inflation and taxes?

We can help you on your financial journey to secure and maintain a retirement lifestyle that allows you the freedom to enjoy life. We will:

  • assess your financial status, identify weaknesses, develop remedies, and applaud successes

  • astutely manage your personal investments and IRAs, and also your 401k assets, if your plan allows it

  • monitor and evaluate your progress

Our targeted expertise as retirement specialists, our portfolio track record, and one-on-one planning sessions, allow you to delegate the day-to-day investment decisions to us. This gives you the time and peace of mind to concentrate on the other things that matter most in your life.


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1100 Poydras Street, Suite 2065, New Orleans, Louisiana 70163      504.582.2345 ~ 800.546.2345

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