Retirement

We at College Planning Consultants, LLC take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

  1. What do you visualize yourself doing on your journey through your golden years?
  2. How are you going to position your life savings to provide funding for your vision?
  3. How can we position those assets in a way that provides you confidence and peace of mind?
  4. What are you going to do when and if the unexpected happens?
  5. What will happen to your assets when it’s time for you to pass on?

Schedule Your Appointment with

John Barada, ChFC, RFC, CCPS
Today!

Your Wealth Must Reside Somewhere!

Your wealth must reside somewhere! It must have a permanent place of residence. You must own, control, and have use your money, or you haven’t built any wealth, you just stashed some money away. About 90 % of Americans keep their wealth in either taxable, unavailable, and/or volatile residences that limit what you can do with their money. If what you thought was true about your money, wasn’t true about your money, when would you want to know? I first heard this question from Don Blanton, a fine southern gentleman with a distinct southern Georgia drawl, and I’ve been unable to “unhear” it, since.