You are wondering; can you afford to retire, how much can you spend and not run out of money, how should you be investing at this time in your life, how do you pay for healthcare before age 65, how does Medicare fit into the financial plan, when you do retire how do you pull money out of your portfolio with an eye on the tax consequences, when should you take Social Security, and many more questions.
We understand many people put off important financial decisions because they lack the time, confidence, or desire to handle their finances on their own. We can help – with kindness, expertise and transparency.
I have transitioned my firm, Clark Hourly Financial Planning and Investment Management, and have aligned with Acropolis Investment Management, also located in Chesterfield, MO. This decision has allowed me to spend more time with clients rather than on time-consuming day-to-day business owner tasks like technology, bookkeeping, human resources, etc. I am working with clients, both existing and new, and look forward to talking with you. Please give me a call at my new number 636-449-4900.
