100 Beard Sawmill Road
Solve Your Retirement Puzzle
Your Retirement Is Our Priority
Your Changing Definition of Risk in Retirement
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. READ MORE
Build A Strong Financial Foundation
Learn How To Participate In Stock Market Gains While Avoiding Stock Market Losses
Expert Financial Advice
With Over 30 Years Experience Michael Lehrhaupt Is a sought after PRO!
9 Facts About Retirement
Exit Strategies of the Rich and Famous
Our team of experienced financial experts will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
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The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."