Financial and Retirement
Plaza understands wealth management; the complexities of contemporary financial planning and the added intricacies of crafting a plan for today's retiring executive.
Effective financial and retirement planning recognizes, and accommodates, today's "new normal." A plan's flexibility must complement its durability and even, when the time comes, adapt to the evolving definition of retirement. Does retirement mean a modified work schedule, life as an investor, an entrepreneur, or perhaps completely abandoning the working world?
Whatever the decision, Plaza does more than "run the numbers." Our team's emphasis on financial education complements our strategies and helps you to see financial blind spots, to plan and succeed in a future that builds on your past.
*These services are offered in conjunction with Royal Alliance Associates, Inc.