Financial Planning for Those Nearing and in Retirement
How We Can Help
Because our financial goals and needs change with the seasons of life, you need an advisor with the broad knowledge and skills delivered by a CERTIFIED FINANCIAL PLANNER™ Professional. We provide guidance through the tough times and choices so you are able to navigate around financial mistakes that have long term consequences.
The years approaching retirement can be especially important, and having the right guidance can make all the difference. Appropriately adjusting investment portfolios to your risk tolerance, doing estate planning, making good choices with pension benefits, protecting you from risks, and creating smart Social Security strategies are all important aspects of a good financial plan as we get older.
At Gantt Financial Advisors, we can work with you, your tax advisor, and attorney to create a plan to help you accomplish your goals. Depending on your needs, we offer a wide variety of financial planning and services including:
- retirement planning
- investment management services
- access to institutional level portfolio design and selection
- planning for better tax efficiency
- charitable funding strategies
- estate planning
- risk management
- IRA’s and tax -deferred employee plans
- educational funding strategies
- Social Security advice
- Second opinions on investment portfolios
- Small business pension plans
- Lump sum distribution advice
