Have you been thinking about retirement or wanting work to be optional? You can see it on the horizon, but aren’t sure if you are ready? It may be time to consult a Financial Advisor to make sure you are on track for the retirement you want. We talk about preparing for retirement, living in retirement, tax concerns, investments, self-employment, and protecting loved ones among many other concerns.

If you need help achieving your financial goals, book a call today to learn more!

Brie Pio, MBA, CERTIFIED FINANCIAL PLANNER™

Principal, Birch Point Wealth Management LLC

www.birchpointwealth.com