At Strategic Financial Group we take a Story Book approach to retirement planning. It starts with you, our main character, embarking on the journey to a happy retirement. As your financial advisor, we talk through what a happy retirement looks like, and discuss what it will take to reach that vision. From there, we create actionable steps to help you reach your retirement goals. As with any journey, you will encounter different bumps in the road, but you can rest easy at night knowing there will be a Strategic Financial Advisor with you the whole time.
If you are ready to embark on your journey to a happy retirement give one of our financial advisors a call today. As with all stories, the first step is the most important!
A clear vision of retirement is important when you begin the retirement planning process. The best way to start is by asking yourself (and your spouse), a variety of lifestyle questions. These questions could include:
Where will we live?
Will we have a single residence or a summer and winter home?
Travel in an RV?
How much money will we spend on kids and grand kids?
Is there longevity in our families? How long can we expect to live?
If we had to make sacrifices in retirement, would we rather work longer or spend less?
At what age would we like to retire and why?
Monthly Expenses? Insurance Costs? Entertainment and Travel?
No matter what your vision might be, being honest with yourself and your spouse is key to proper retirement planning.
Looking for a financial advisor in the Twin Falls area? Give us a call today!
Copyright © 2021 Strategic Financial Group - All Rights Reserved.
488 Blue Lakes blvd n
twin falls, id 83301
(208) 944-9244
Strategic Financial Group is a dba of Clear Creek Financial Management, LLC. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. For firms utilizing a “Disclosure Page” please feature the following: Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Clear Creek Financial Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Clear Creek Financial Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Form CRS: