We meet you where you're at. From the frequency of communication to the level of support, we cultivate a partnership that is reflective of what is ideal to you. You have been successful. You have saved with discipline. You have a 401K, an IRA, an investment account, and you may even already have taken the steps to work with an advisor.
Overall, you believe you are on the right track when it comes to being able to retire without restrictions. However, you are unsure on how everything you have done translates to what your life will look like in retirement. Retirement is approaching and you can't afford to make mistakes with your money.
Overall, you believe you are on the right track when it comes to being able to retire without restrictions. However, you are unsure on how everything you have done translates to what your life will look like in retirement. Retirement is approaching and you can't afford to make mistakes with your money.
Services
Your Team
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Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to. Murs Tariq is a certified financial planner and a Partner at Peace of Mind Wealth Management. After a career in human resources where she specialized in educating management teams on customer service excellence, Morgan joined the.
Financial Services
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I know there are a ton of options when it comes to financial planners, but I've been burned before. I'm scared I'm going to choose the wrong team again. In those days, you could actually be arrested for writing a bad check. I don't know what's more embarrassing, writing a bad check or the fact that it was for $35.
Events
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We offer events to our clients and the public to provide the most up-to-date information that will help you navigate your retirement with ease. One of the most unexpected and greatest gifts is the community we have built. We have events in laid back environments that allow you to build connections with other like-minded individuals!
Podcast
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If you are nearing or currently in retirement, chances are that you want to make sure you have a rock-solid plan that is going to carry you through this next chapter of your life, and ensure you have the money and freedom to really enjoy everything you've worked so hard for. If your goal is to achieve financial freedom and save for your retirement, you need to start planning for it as early as now to avoid str.
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