Investment & Retirement Planning
Investment Planning
Investment planning can consist of real estate, stocks, bonds, business, and so forth. We will focus primarily on stocks, bonds, mutual funds, and so forth. It is our belief that you should have both a personal and employer investment opportunity. The magic is when you understand the tax implications and disbursements in the future.
Please visit our sister company, The Jamison Edward Group, to learn more and receive a free consultation.
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Retirement Planning
The definition of retirement planning varies by whom you ask. Retirement for most folks means not working, doing what you want, having the means to do what you want, and not be required to answer to anyone as an employer. We believe the definition is pretty simple....Do What You Want, When You Want, and with the Financial Means to do it....and if your means of producing income is a passion, there is no reason why you shouldn't continue to do it....on Your Terms!