Traveling to exotic countries, learning an instrument, pursuing new hobbies, and spending time with family are all things that are common for people to have on their list of activities they would like to enjoy during retirement. Many who plan well for retirement have the circumstances to enjoy these activities. Unfortunately, though, those who do not plan well for retirement often have to work full-time jobs when they are in their late 60s and 70s in order to pay basic bills.
Matt Dixon and the entire team at Trunorth Advisors in Greenville, SC, work to help their clients plan their retirement in order to enjoy those special years. They are nationally recognized for the tax-free strategy they use.
When an individual visits Trunorth Advisors in Greenville, SC, for consultation with Matt Dixon or other financial advisors on the team, they can expect a three-step approach to be used. The first goal is to find out what it is that an individual would like their life to be like once they retire. The next step is to examine the current financial situation of the individual. They want to see where they are in order to take the next step, which is planning. Each client will receive a customized plan that will help them to reach their retirement goals in the most efficient way possible.
Individuals who work with Trunorth Advisors in Greenville, SC, often comment that they do not feel pressure as they go through the retirement planning process. They appreciate how passionate and knowledgeable the advisors are and how pleasant the process is.
