Retirement planning, like all financial planning, must be carefully crafted for each client. Our first consultation focuses on getting to know you, your existing financial picture, and your retirement goals. We will then create an individual retirement plan and provide guidance on what you need to do to reach your goals while also balancing the other financial priorities in your life. Our fiduciary oath demands that we put your needs first with every recommendation we make.
At CORDA, we know that retirement planning doesn’t happen in a vacuum. We provide full wealth management services for all the stages of your life. Besides retirement planning, we also provide:
We have a diverse team of highly experienced financial advisors, including several team members who hold the Accredited Investment Fiduciary credential. We work together to ensure that we make the best possible recommendations to meet your unique needs.
CORDA is a fee-based wealth management firm. As such, we get no commissions on financial products. Our fiduciary responsibility is solely to protect your best interest, and we take that responsibility very seriously.
There are some investment firms that focus exclusively on one type of investing. At CORDA Management, we take more of a holistic approach to your finances. We want to be there for you, no matter if you need estate planning, long-term tax strategies, or planning to pay for your child’s college education. We understand that your needs will change over the years, and are prepared to help you along the way.