Retirement & Wealth Management

The transition from accumulation to distribution is a difficult one and doing it successfully takes careful preparation and ongoing oversight. A downturn of the market in the first ten years of retirement can be devastating to retirement income for the last ten years. The loss of pension plans leaves people confused about how to create stable retirement income especially with the uncertainty of today’s markets. Medical science is helping people live longer than they ever have before which creates a whole new set of challenges for the 21st century retiree. There is excitement for the future but, often times, also a fear of the unknown.

The goal at Advisory Resource Group is to help retirees do what they want, when they want, with the confidence that they have made smart financial decisions and we have been helping our clients do this for over fifteen years. We believe this is not only possible but an expectation everyone nearing or in retirement should have. Our comprehensive planning process helps our clients to gain the confidence that they have made smart financial decisions so that they can spend time with their families, travel and do all the things that are important to them.