Keith Roos

Background

About Keith Roos

Our first appointment will be a true fact finding meeting. We want you to ask us any question you may have to get to a common goal. At Your meeting we will have a simple conversation. We will ask questions and take detailed notes to get the idea were you want to be heading in or during your retirement. We need to know what your worries are, how’s your health and the longevity in your family. Have you been thinking about Long Term care, market volatility or growing accounts that have more predictable returns so you’re able to travel the world like you have always dreamed about? The most important thing is not out living your money. Possibly you have grandchildren you are planning or leaving assets to, possibly for college payments? What is your risk tolerance and how aggressive you should be at this point in your life. These are just some of the concerns we see regularly while individuals are transitioning into the next stage of life. You want to keep the same level if not better of living in retirement as you did while you were working.