When you think about your retirement do you picture traveling, eating at fancy restaurants, playing a round of golf each day? Or do you picture a more stay-at-home and spend time with children and grandchildren lifestyle?
Whatever your dream retirement entails, we can help you get the financial resources you need to turn that dream into reality. We can also help you peace of mind that comes with knowing your family has financial security.
If you want to leave a sizable chunk of estate to your children, secure your grandchildren’s college fees, or just keep your favorite dog in gourmet dog food, you’re going to need to plan carefully.
Tax and inheritance laws, and tools like trusts, must be understood in order to properly preserve your estate for any heirs.
Your Veteran Investment Plan allows you to lean on our experience while developing your own customized plan. As you proceed forward toward retirement you will enjoy the assurance of having a professional financial planner looking over your shoulder along the way.
We offer:
Veteran Investment Planning is a service of Rockport Wealth, LLC, a fee-based Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our CRS & ADV Disclosure Document for more information about our business.
Veteran Investment Planning