When you’re in retirement-planning mode, your biggest concern will be generating an adequate monthly income that will last the rest of your life! How can you do that?
You’re ready to retire and it’s a whole different ballgame now! Your focus is on protecting—and spending (wisely)—your nest egg. Chip Wittrock focuses on in retirement planning for Baby Boomers. We can create a plan for you that can help to preserve your wealth while generating monthly retirement income to cover your lifestyle and needs.
DON’T LEAVE YOUR
RETIREMENT TO CHANCE
Whether you want to make sure your retirement plan is on track, make sure you have adequate protection in place for your spouse, want to have a plan for long-term care or any other financial goal, sit down with us for a no-obligation portfolio review. Only by knowing as much about you as possible will we truly understand how to make recommendations that can help you, your spouse and your family.
Chip Wittrock, Financial Advisor
TREK Financial Group
8355 E. Hartford Dr. Suite 105
Scottsdale, AZ 85255