After spending 38 years with the City of Charlotte (the last 25 of which were in the Manager’s office), my dad, Boyd Cauble, was ready to retire. He had his pension, his 401(k), his 457(b), Life Insurance, and other Investments he had accumulated along the way, but what should he do now? Have fun? Yes, of course! But certain questions remained:
- How would he make the most of the assets he had built?
- How would he structure his Income after retirement?
- What should he have done 10-15 years earlier to make his Retirement Income more lucrative?
These are the questions we helped him and other Local Government Employees answer.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.