Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Michael Pugh, CLU®, ChFC®, CLTC, CASL®, CEPA®
Financial Advisor
Financial Planning with Personalized Service
Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to help your community. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial independence.
Since 1999, I have worked with individuals, private businesses, their owners, and their key people in the areas of retirement planning, distribution planning, business succession planning, capital allocation & investment management, risk management, and employee benefits.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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