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Life's Financial Journey

Life's Financial Journey

July 06, 2021
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As financial professionals, we're here to help guide you through life's journey.

Whether you are retired, approaching retirement, or just ready to start your retirement planning, we offer personalized service to each and every one of our clients.


 

Our firm specializes in helping individuals develop sound retirement strategies:


  • INITIAL CONTACT

During this initial consultation, you'll get to know your Thoroughbred Asset Management financial professional.

 

  • RELATIONSHIP MEETING

 This is where we discuss what your expectations are, evaluate your goals for retirement, and review of current financial situation and retirement plan.

 

  • PRE-TRANSITION

At this stage, we work with you to identify your retirement income needs and prepare you to transition into retirement living.

 

  • TRANSITION

During this transition time, we help you clarify what your vision for retirement will look like, assist you in making the necessary changes for entering retirement, and guide you towards implementing your withdrawal strategy.

 

  • REDEFINE

Throughout your retirement, we recommend scheduling annual review meetings in order to re-asses how your retirement is going and revise your income stream as needed.

 

  • TRANSFER

As you progress through your retirement, we will guide you through the various decisions that need  to be made for the efficient distribution of assets. Our advisors can also help you ensure that your legacy is carried out the way you wish.


Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals. CONTACT US to schedule a retirement review today.