As people approach retirement, they often worry about whether they'll have enough money to enjoy their desired lifestyle. With the high cost of retirement, concerns about taxes, inflation, and healthcare expenses are common. However, there are effective financial strategies that can help reduce the impact of these factors on retirement income. We offer a free consultation to review your current arrangements and provide a second opinion.
Our Services
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
Our Team
Craig Rudd
LPL Investment Advisor Representative
craig.rudd@prgfinancial.com
Brian Gregg
Certified Financial Planner™
LPL Investment Advisor Representative
brian.gregg@prgfinancial.com
Felipe Ramirez
Client Services Associate
felipe.ramirez@prgfinancial.com
Contact Us
Please feel free to contact us with any questions.
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Calculators
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