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Today, most traditional financial planners focus on maximizing returns on retirement investments.

The lessons that were brought to the forefront after 9\11\01 has taught us to focus on investment returns equal to the retirement needs of our clients.

Specifically, we utilize MoneyTree Silver Planner that helps our clients determine the need to create a budget for their day to day spending needs. We coordinate all sources of retirement income with an assumed rate of return on their retirement investments. After establishing an inflation rate over a retiree’s life expectancy, we determine how long retirement investments will last.

In many cases, we find our clients assume more risk on these retirement investment products than is necessary to sustain their life style throughout their life expectancy.

 
 

 

SBA Retire

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As a CFP® Practitioner, Styles Bridges & Ken Garwood are certified by the Certified Financial Planner Board of Standards, Inc., one of the most respected professional organizations in the financial services industry.


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Styles Bridges Associates - Canton, New York. Certified financial planner. Investments, mutual funds and retirement. Canton NY, Life insurance, Styles Bridges Associates, certified financial planner, CFP, financial planning, retirement planning, long term care insurance, annuities, 315-386-4151