It happens just like that, on a typical day. You are going about your daily routine, and out of the blue, the realization hits you! And you wonder, "Is it too late?" or "What can I do about it?" and "Who can help me?"
We are talking about planning for retirement.
You are not alone in your questions. There is a myriad of information available about financial plans, which one is right for you, or when and how to hire an advisor. It can be overwhelming, unclear, conflicting, and downright scary sometimes.
We're here to tell you that every person has their own story, that each situation is unique, and that a one-size-fits-all financial plan is not the answer.
We're The 680 Group, and together, Cosmo, Jana, Emily, and Sheila, helping clients for a combined span of half a century.
The 680 Group feels that the client-advisor relationship is deeply personal. Clients are not just clients; they are friends. When you sit down with The 680 Group, you will not only know that we will do our best to help you, but you will also walk away understanding the what, the why, and the how of your financial strategy.
A financial plan can tell you how to distribute your funds across investment vehicles, but a financial strategy is like a living document. It constantly changes to address your needs while still working towards having an income that meets your goals for today and the future.
We follow a 6-step process to create a customized strategy to work towards your financial needs and goals, whether you want to fund your lifestyle until the end of your life or leave a legacy to take care of your children and their children. This strategy considers a variety of circumstances and outlines a plan that seeks to cover your financial needs up to age 100.
The 680 Group likens the function of its team to a nice restaurant. Often, the experience is not solely dependent on the quality of the food that is prepared but also on the service you receive from the hostess and your waitress. Cosmo is the chef, crafting a financial strategy that strives to satisfy your needs. Sheila, Jana, and Emily are the host and wait staff, working to ensure your experience is as comfortable and enjoyable as possible.
If you want an advising firm that strives to educate you, leaves you feeling confident, and builds a personal friendship with you while using strategy to lessen the panic that comes with uncertainty and misinformation, you've found it with The 680 Group.