GETTING TO KNOW YOU
A high-service, open, and trusting advisor-client relationship lies at the heart of our success in comprehensive financial planning. Here at Condor Capital Wealth Management, our advisors consider your goals, priorities, and deepest concerns when working with you to develop your financial plan.
By maintaining ongoing awareness of your financial situation, we will help you plan around the obstacles standing in your way–because in terms of applicability, what is the purpose of a plan without planning for the unexpected?
Regardless of how far along you are on your financial planning journey, whether you just started or are approaching a pinnacle of sorts, helping you move forward and remain on track is what our advisors at Condor Capital are here to do.
If you are at the beginning of your financial planning journey, you should start off by asking yourself the following three questions:
- What are my goals and objectives?
- What is my time horizon?
- What is my risk tolerance?
During our no-obligation introductory meeting, Condor Capital’s team of financial planning professionals will advise you in answering these questions, among others. Then, through our continued discussions and evaluations of your plan, we will guide you in keeping your goals up-to-date and relevant.
Helping you create an effective and organized investment path is one of the functions we can expertly help you with.
We pride ourselves on being more than a faceless company that relies only on automated technology. We are a group of qualified professionals with diverse backgrounds who share one common goal: serving you.
Planning Around Question Marks
In general, retirement is a highly personalized experience based on the individual, which is why managing one’s retirement requires careful attention and good decision-making skills. You are likely planning to sustain your post-career lifestyle with the assets you’ve accumulated over a lifetime of hard work, which is why designing your retirement plan in advance gives you more control over your future. Retirement plan assets cannot be easily replaced if costly mistakes are made, so it pays to plan with professionals who act in your best interests.
Rethink the “How To” of Managing Your Assets
During the course of your career, you likely produced a substantial nest egg using a strategy that focused on accumulating as much money as possible. As you approach retirement, it’s important for you to recognize whether or not your plan is flexible enough to ensure you won’t outlive your assets. Don’t find yourself caught off guard when you retire – make sure a sound portfolio withdrawal strategy is in place.
Retirement planning is a vital aspect dictating the outcome of your post-career lifestyle. Make certain that all of your options have been explored and that the right decisions for your retirement have been made. Contact Condor Capital today and see how we can help make your retirement plan work for you.