Retirement shouldn’t be a rocking chair on a porch, it should be a springboard into a grand adventure! At Alexandria Capital, we understand the itch to trade the daily grind for something more. Our approach goes beyond stockpiling cash; it’s about empowering you to design a retirement that’s as exciting as you are.
Before you clock out for good, let’s dream together. What does your ideal retirement look like? Traveling the world? Pursuing a passion project? Spending more time with loved ones? We’ll partner with you to map out your vision and translate it into a tangible plan.
Financial Wellness Check-Up:
We’ll conduct a thorough analysis of your current financial standing to help ensure a smooth transition into retirement.
Balancing the Books:
Understanding your income streams and expenses is crucial. We’ll help you create a budget that fosters a financially secure future.
Investment Tailoring:
Your retirement planning goals bear your aspirations and so should your investment strategy. We’ll develop a custom plan aligned with your time horizon, risk tolerance, values, and goals.
Securing Your Legacy:
We’ll guide you through estate and healthcare planning, ensuring your loved ones are protected and your wishes are met.
Whether you’re a decade away from retirement or just starting to think about it, getting organized is key. Our pre-retirement checklist is a valuable tool to help you:
Enjoy your golden years without financial worries. We’ll help you create a budget that allows you to live the life you’ve earned.
We’ll monitor your investments and adjust strategies as your needs and market conditions evolve.
Life throws curveballs. We’ll be your partner in navigating unexpected events and adjusting your plan accordingly.
Retirement is your time to relax, pursue your passions, and create lasting memories. Our post-retirement checklist will help you:
9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. IAPD © 2024 Hightower Advisors. All Rights Reserved. Legal & Privacy