Financial planning and investment management can be difficult and overwhelming. According to the Employee Benefit Research Institute, about 40% of US households will run out of money during retirement. Almost half of Americans who are older than 60 rely on social security as their only income (the average annual income from social security is $18,036). Additionally, the current average personal debt of Americans is $90,460.
Living with constant stress and fear about finances, failing to achieve personal dreams, and losing money in foolish investments are real threats. With our help, you can overcome these obstacles, experience peace, and enjoy your life with those you love by putting a financial plan in place.