The term minimalism is also used to describe a trend in design and architecture where in the subject is reduced to its necessary elements. Minimalist design has been highly influenced…
The term minimalism is also used to describe a trend in design and architecture where in the subject is reduced to its necessary elements. Minimalist design has been highly influenced…
We don’t wait for things to happen—we implement proactively.
TAX-EFFICIENCY UNDERLIES EVERYTHING WE DO..
It’s not always how much you make, it’s always how much you keep.
YOU’RE MORE THAN A CLIENT TO US.
Our clients become our family. Family and friendship mean everything to us.
UNDERSTANDING THE
PHASES OF LIFE
BABY BOOMERS
(BORN 1946-1964)
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?
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GEN X
(born 1965-1981)
When you’re a Gen X-er, you’re typically focused on others in your family—like getting your kids through college and taking care of aging parents. Are you taking care of yourself?
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MILLENNIALS
(born 1982-1999)
When you’re just starting out, you’re typically focused on your career, paying off student loans, figuring out where you want to live, and having a family. Can you have it all?
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SMALL BUSINESS OWNERS
Small businesses have completely different ways available to provide retirement benefits for themselves and their employees, as well as plan for successive generations. Do you have a plan in place?
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OUR OFFICE
Chip Wittrock, Financial Advisor
TREK Financial Group
8355 E. Hartford Dr. Suite 105
Scottsdale, AZ 85255