Before we ever make a recommendation to a client, we have an initial meeting that we call our “Get to Know Each Other Meeting”. At the meeting we usually begin by informing you of our qualifications, licenses, and experience, and how we normally work with our clients, striving to enhance the quality of life and provide financial confidence throughout retirement. If you feel that is what you are looking for, we then focus on your current financial situation, your hopes and dreams and goals, and the type of lifestyle you aspire to in retirement.

At Gold Star financial we realize how stressful it can be navigating the retirement landscape.

Today’s Retirees may be challenged as no recent generation has. A “perfect storm” has emerged comprised of low interest rates, volatile stock markets, reduced company benefits and unprecedented longevity. These realities are sure to create stress for many retirees as they seek ways to make their retirement income last as long as they do.

It is difficult to go about our daily business without receiving a multitude of requests for donations to charitable organizations. We see billboards beckoning to us as we travel in our vehicles. We receive phone calls from telemarketers, requests in the mail as well as E-mails. We can even be approached at a local retailer by civic organizations raising funds for their community.