521 Capitola Avenue
< Soon To Retire
While you're working, retirement can seem like a far-away dream. You know that it will come eventually, but not without planning and effort. For many, they don't know where to begin and are worried about making the wrong decisions. We are here to help you with the uncertainty, BBA Wealth Management works to build you plan to incorporate the following areas:
Our process will help answer important questions such as:
As experienced financial planners, we will also know what questions to ask you:
Many people may be financially ready to retire, but have not thought about non-financial matters, which are often more meaningful. As a fee-based financial planning firm, it is in our mutual best interest to build a long-term relationship that adds purpose to your retirement. The only way to do this is to build a financial plan centered around you. By assessing your entire financial situation, we will determine the first step to get you on track to a happy retirement. If you are looking to retire, we would be happy to speak with you about your options.