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ASSISTING PEOPLE
Financial services – retirement planning
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Every path to retirement is different — you may want to work until you’re 80 or retire at 50. And every retirement is different, too — do you want to live a simple life, or travel the world?
David Ianni and Fred Beltz, two longtime financial professionals in the Rochester region with whom we have a collaborative alignment, in consultation with your EFP Group CPA, will develop a comprehensive, realistic retirement plan for you.
Fred and David begin with an extensive discovery process, during which they learn everything they can about your financial picture — and about your hopes and dreams for retirement. They walk you through all the potential scenarios and check your risk tolerance. They discuss the effects of inflation.
Based on your answers, they write a comprehensive plan to guide your financial decision-making, and revisit the plan at least once a year to keep it up-to-date.
Contact any of these partners about our retirement planning services.
Phone: 585.427.8900
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