I'm Already Retired

Congratulations on your retirement! You've embarked on one of life's great adventures! 

At PFP, we find that retirees have often left on this journey without fully preparing. 

1. There are risks on this journey that haven't been mitigated.

2. Retirees portfolios often have too much or too little exposure to the stock market. Very few have invested according to academic principles but have followed investing myths instead.

3. Retirees are stressed that they will run out of resources ($) on their journey. Increasing certainty decreases anxiety. 

4. Retirees are losing too many resources to the Big 3 (the government, financial institutions, and private corporations). We help them enjoy more of their wealth.