You may be used to a lifestyle that costs more than you have saved for. . .
but it is not too late to “right size” and simplify your life so that you have more money and time for the things you care about most.
You can’t control the stock market or time it perfectly. . .
but you can follow a disciplined investment strategy that helps protect your capital and maintain your purchasing power.
You may hate to pay fees for something you feel you should be able to do yourself. . .
but staying on the sidelines or buying and holding stocks the next 8 years may cost you much more than paying a reasonable fee to work with someone you trust who helps you create and follow a financial plan, stay disciplined with your investments, and increase your after-tax cash flows.
You may not trust most stock brokers. . .
but you can opt to work with someone who “walks the walk” and “talks the talk”, who left her corporate career behind to simplify her own life and do what she is passionate about - helping others enjoy a fulfilling life with less financial stress.
Focused Wealth Strategies is a fee-only registered investment advisor and financial planning firm located in Scottsdale, Arizona. We specialize in working with people near or in retirement for whom capital preservation is a priority. We focus on risk management and a disciplined approach to investing.
We help our clients plan for retirement and balance their desire to make the most out of today, with their need to save for tomorrow.