Are you on track for retirement? Are you ready to find out?
At Christman Financial Advisors LLC, I want people to have a secure and independent retirement. However, many people do not know if they are ready for that 30 plus years vacation. You may have saved very little or a large sum of money yet is it enough? If you saved 500,000 yet need 50,000 a year you only have 10 years of principal. Can you say with any accuracy what your expenses are and where that money is going to come from in the future? How long will your money last? Most people find it uncomfortable talking about their finances and retirement and I’d like to help, if I can, and to that end, here’s what I offer:
A cup of coffee, and a second opinion
By appointment, I will sit down with you. I’ll ask you briefly to outline your financial goals – what you spend, have saved and then do a back of the napkin analysis to see if you’re on track. If you’re on track or happy with where you stand I’ll gladly send you on your way.
If, on the other hand, you want to establish a plan I would be glad to help and work with you.
Either way, the coffee is on me.
Contact me now to set up an appointment.
Call me at 610-349-6307 or use the “Request a call” link below.
“Doing something costs something. Doing nothing costs something. And, quite often, doing nothing costs a lot more!” – Ben Feldman
Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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