between the the two?
insurance policies, and annuity contracts up-to-date?
Will your retirement dream come true?
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 your retirement dreams 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 can do the hard work for you so you can retire in the right frame of mind. With over 32 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.
We provide practical solutions you can implement. Your top priority may be getting enough retirement income—or it may be protecting your 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 is exposing you to too much risk in retirement or leaving you with too little income. This review will be a valuable financial check-up.
Your Best Interest Always Comes First
Trexel & Associates, LLC is a retirement planning and financial services firm. We are not an arm of a Wall Street brokerage company. Our business assists pre-retirees as they make financial transitions. You will be listened to, not “sold to”. Your values, views and priorities matter. We truly care about our clients. Our top priority is to work for and with our clients. We always do what is best for them.
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 and elegant solutions for your
current and future financial goals.