Many of us look forward to the day when we’ll be spending time with the Grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
At First American Bank and Trust Investment Services, available through Sorrento Pacific Financial, LLC, one of our SPF* Financial Advisors can meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover:
- Which investment strategy is appropriate for you, your family, and your future
- Review various asset allocation models and investment vehicles used to build a nest egg
- Your risk tolerance and time horizon
- Help you understand the ups-and-downs of the market and how they may affect your long and short-term goals
To learn more about retirement planning, contact one of our SPF financial advisors today to schedule a free, no-obligation appointment.