89 First Street
“Don’t simply retire from something, have something to retire to” – Harry Emerson Fosdick
Liam’s particular specialty is working with people who are retired or are within 10 years of retirement. He feels fortunate helping people pursue their financial hopes and dreams. During the planning process he will help you think about this new phase of your life. Some of the questions he will ask you are:
Once you have an idea of what your future might look like, Liam will discuss the financial implications of various scenarios with you. He will identify your assets, expenses, income, and savings to assist you in developing your very own personal retirement plan.
Liam will help you put together the most effective investment portfolio for your particular situation. If you would like Liam to manage your investments for you, he will discuss with you all the details involved.