Retirement
Whether you’re looking ahead or already retired, a helping hand makes a world of difference. Retirement can mean different things to different people. Will you travel? Are there charities you want to support? Will you stay in your home or will you downsize? Do you have adequate insurance? Is there a trust in place, if necessary, to safeguard your assets or provide for your spouse when you die? At JDH Wealth, we cover all these questions and more to provide full retirement planning. Once we get to know you and your goals, we use our Monte Carlo analysis software to project the likelihood that you make it through your golden years with a solid financial plan. We don’t stop there, either: we check in at client meetings to make sure that when you face changes in your situation, your retirement plan changes with you. That’s us: helping you get your arms around your financial future. Contact us for a free consultation today.
