Financial issues can be complicated, and there may be times when it is essential to use the help, advice and expertise of an experienced professional financial mentor to navigate through the problems and pitfalls that present themselves. If you’re thinking of easing back or retiring all together from full-time employment, it is useful to plan for your changed future financial situation as early as possible.
No matter where YOU are on the path to retirement, GFA can help. We’ll assess YOUR current situation, discuss YOUR goals, and then evaluate YOUR current retirement plan or build a new one from scratch…..Together.
GFA are here to steer YOU along a path that will allow YOU live out YOUR golden years financially free.
With more lifestyle choices than ever before, you need to know what a successful retirement looks like to you to understand your income needs.
Making informed decisions at this stage can help you build a better retirement strategy.
In retirement, it’s important that your portfolio keep working in order to help your money last – and that means YOU need to stay active in managing it. Actively managing portfolio can help YOU attain both Your Income goals and greater peace of mind about your retirement. We will help:
Please contact Jack FitzPatrick today on Tel: 086-2541272 or Email firstname.lastname@example.org to arrange a no obligation appointment with him.
This meeting is to decide if we would be the right people to advise you and if our service would deliver you significant value for money.
After assembling relevant data, we will present the first draft of your Financial Plan , with a schedule of recommended actions