The first step of every good list is making sure you have the materials and know-how to complete it.
Everybody has a bucket list. We all have dreams and goals and things to accomplish in the future. The problem, however, is that bucket list items are expensive. And if the bucket list items aren’t planned for, retirees may not have the funds to check those items off the list. If you don’t do what it takes now, those dreams are already too big to realize.
Voisard simplifies the ‘bucket list’ process. We figure out exactly what clients are trying to do, when they’re trying to do it, what that’s going to look like, and we put a plan in front of them. Sometimes bucket lists can be long. Unfortunately, not everybody can check every item off, but we can help walk clients through goal prioritization.
We have great resources for all members of the plan, not just those that hired us. Watch to learn more.
Measuring success isn’t always about the final balance sheet. Watch to learn more.
Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.
Our holistic approach covers more than simple retirement planning. Watch to learn more.
It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.
No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.
Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.
What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.
Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.
It’s all about the money, until it’s not. Watch to learn more.
We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.
We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.
Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.
When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.
There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.
Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.