Faculty and Staff in their 50’s and 60’s

Clients approaching retirement or a new phase of life have many considerations that warrant the assistance of certified financial planners. They may need help evaluating whether they have saved enough for retirement or how to transition to a time when work is optional. They have spent their life focused on achieving their goals and working hard, so knowing when and how to “take their foot off the gas” can be daunting.

Check out these videos to learn more about financial planning, retirement planning, wealth management, and long term investment strategies:

The examples and case studies detailed on this webpage are intended to illustrate the types of investment advisory services available through Moneywatch Advisors.  The examples are hypothetical and do not represent specific facts of any individual Moneywatch Advisors clients. Examples are intended to be representations of our client types and services.  The case studies are in no way meant to be an endorsement of Moneywatch Advisors as an investment adviser or as a testimonial about our clients’ actual experiences with us as an investment adviser. Case studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. In fact, we do not discuss or detail performance or outcomes below because investment results always vary. The investment strategies and services discussed are not appropriate or applicable for every investor and should be considered given a person's investment objectives, financial situation and particular needs.