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My Process Strives to Achieve Your Goals

Like most things in life, an effective retirement plan requires forethought and strategizing. While it might be possible, most would advise against going on a two-week vacation without first having a plan in place. Winging such an adventure would likely lead to overspending, added stress, and not experiencing as many sights as you would have otherwise been able to enjoy. If proper planning is this important for a successful vacation, imagine how critical it is for a successful retirement!

At Chadwick Bay Investments, I am passionate about helping you get to where you want to go in retirement. Through a comprehensive planning process, I can help you prepare for your anticipated retirement date, putting your goals and dreams front and center. Imagine being able to enjoy the rest of your life as it unfolds in conjunction with your unique plan.  

When you make the decision to partner with Chadwick Bay Investments, I will walk you through a process that will ensure your current needs are met, and your future goals are considered.

  1. First, we work on a plan. I take the time to get to know you on a personal level, in order to better understand your retirement goals.
  2. Once your goals are outlined, I look at how to best help you arrive at your intended destination. I will outline and present costs and benefits to each of your ideas and dreams.
  3. Your strategy will be custom-tailored to you, and will be designed in your best interest.
  4. Once approved, I will implement your strategy as planned. After the implementation phase, I will continually review its progress, and make changes if and when they become necessary.