It's Never Too Early – Or Late
Whether you’re just starting out or nearing retirement, now is a good time to think about your financial future and how you can start moving toward your goals.
Planning for your first home purchase, a college education for your kids or grandkids, an active retirement, or building a legacy to pass on to your heirs? We’re here to help you though every age and stage of life. You have questions and may have complicated concerns. We have answers, but first, we listen. Then our team works together to walk you through all the steps of creating a fully customized financial plan that is just as individual as you are, one that reflects your needs, wants, and desires.
Financial Strategies Designed With You In Mind
If you’ve already retired or the big day is getting close, thinking about the future—and planning for retirement—can be hard . . . even overwhelming. Each person has their own vision of what retirement means to them based on their values, priorities, and circumstances.
That’s why we come to the table with an open mind, prepared to listen and ready to design a financial plan that is uniquely suited to your retirement goals and objectives. You may be concerned that you’ll outlive your money, need help planning and managing cash flow in retirement, or want to leave a legacy to your heirs. These are just some of the goals we can help you plan for.
Your Team
Ross Bonifield
President, Preferred Financial Group
Nancy Schneider
Financial Advisor
Nancy Bullock-Swanson
President, Preferred Wealth Management
Jeffrey L. Zupancic
CEO, Preferred Financial Group, Preferred Wealth Management, Preferred Group
