Financial Fitness

  • As a Baby Boomer/Gen X you might have some concerns with your investments and retirement. 

    Investments
    Insurance
    Estate Planning

Generational Facts - Baby Boomers

Percent of the global population

15%

Technology Milestone

The television

Formative Experiences

  • Cold War
  • Post-war Boom
  • "Swinging Sixties"
  • Apollo Moon Landings
  • Youth Culture
  • Woodstock
  • Rise of the Teenager

Generational Facts - Gen X

Percent of the global population

20%

Technology Milestone

The Personal Computer

Formative Experiences

  • End of the Cold War
  • Fall of the Berlin Wall
  • Live Aid
  • Early Mobile Technology
  • Latch-key Kids; Rising Levels of Divorce

"When is the best time to retire?"

We'll work with you to plan when is the best time to retire.

"Will I run out of money?"

We'll help you have the peace of mind that you'll have enough.

"What about rising healthcare costs?"

We'll plan with you to come up with a comprehensive financial plan.

Why have a financial plan?

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”


Pablo Picasso

  • We'll find out how much you'll need for retirement.
  • We perform a risk analysis of your current portfolio.
  • We setup comprehensive financial planning.
  • We focus on investment management.
  • We are trained and accredited professionals.
  • We have an experienced team to help you achieve your goals.
Services

At Financial Fitness, we offer services that your traditional bank or financial firm won't offer.

Unlike traditional firms that only care about how much money you have;  Our goal is to help clients regardless of your net-worth.

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What can we do for you?

We're here to help. Schedule an appointment with us below!
Schedule a Financial Fitness Physical