A Unique Approach to Retirement Planning
Retirement planning built around you!
Adopting a holistic approach, we understand that planning is not a product – it’s a philosophy – and the core of our culture. After all, you’re the client, NOT your money.
Ogorek’s retirement planning process centers around time-tested guiding principles which have served our clients well through the years. We’ll help you create a customized plan that…
- Reflects the retirement you want.
- Prepares for a longer life expectancy.
- Accounts for rising healthcare costs.
- Maximizes your Social Security benefits.
- Minimizes income and estate taxes.
- Is invested neither too conservatively or aggressively, minimizing risk & maximizing return.
- Personalized one-on-one consultation.
- Identify your goals and concerns.
holisticapproach to retirement planning.
- Thoroughly analyze your financial situation.
- Establish a working baseline.
- Qualify and quantify all objectives.
3. Developed Solutions
- Plan your investment roadmap, presenting and weighing all options.
- Educate and implement informed strategies.
- Collaborate with your entire financial team for seamless integration.
- On-going service, support & financial solutions.
- 24/7/365 online Client Center investment portal.
- Track and update metrics, ROI & success of your plan goals.
- Help you succeed in living the best life possible.