Will your retirement dream come true?
Looking out for your best interest.
Many retirees assume they will—but many leave work and discover that they need more money, only to find that their portfolios and savings are not providing it. Without retirement planning, you may enjoy retirement for the first few years and then find your quality of life decreasing along with your money.
How are you planning to make it a reality?
Wishing and hoping won’t make it happen. You’ve got to plan to achieve the retirement lifestyle that you want. Our team at Trexel & Associates, LLC can do the hard work for you so you can leave work in the right frame of mind. With over 28 years of experience, knowledge and insight, we can help you plan to gain more control over your money during this defining time of your life.
Practical solutions you can implement are provided. Your top priority may be getting enough retirement income—or it may be protecting you retirement savings or reducing your taxes. We can show you how to make the right decisions for long-term financial security. Using decades of experience and acquired knowledge, we can review your investment portfolio to see if it may expose you to too much risk in retirement or leave you with too little income. This review can be a valuable financial check-up.
Looking out for your best interests is the top priority of our company. Trexel & Associates, LLC is a retirement planning and financial advisor firm which is supervised by SCF Securities, Inc. It is not an arm of a Wall Street brokerage company. It is in business to assist pre-retirees as they make financial transitions. Here, at Trexel & Associates, LLC, you will be listened to, not “sold to”. Your values, views and priorities matter. We truly care about our clients.
Our objective is to help you build and protect your wealth with knowledge, experience and professional resources. We are mindful that we work for our clients.
We can help you with practical solutions for your
current and future financial goals.