Benjamin J. Balikov

“Am I going to be ok in retirement?” It may be the question keeping you up at night. Regardless of your financial position, it is difficult to answer. There are many factors that will impact your retirement lifestyle:

• Have I saved enough?
• How long will I live?
• What if I run out of money?
• Will I stay healthy?
• What will happen in the stock market?
• What will happen with taxes?
• Will there be Social Security?
• Is it too late to get on track?

How can you retire at the lifestyle you want with all of these questions unanswered? Many of the factors that affect your retirement are outside your control. I work with clients of all ages on their retirement strategy, and primarily with those who are nearing retirement or have already transitioned into retirement. Through expert analysis, comprehensive planning, and enduring relationships & service, I help my clients:

• Plan for the retirement YOU want to happen
• Protect against what YOU don’t want to happen
• Be there for YOU along the way

I’d love to get to know you and your dreams, and help establish a plan to get there!