At Tremblay Financial Services, we’ve built our reputation on providing sound, timely investment advice. We give back to our community by offering free financial education through our seminars and one-on-one relationships, and we’ve been in business for 25 years.
Based on the concerns and the supporting statistics below, it could be said that a good portion of people at or near retirement age are experiencing a kind of “financial cancer.” Working with a professional financial advisor at Tremblay Financial Services should be viewed as a “financial check-up.”
And if you're already working with another financial advisor, that's OK, too. We'd love to offer you a no-strings-attached second opinion.
2. Will I be able to afford the costs of healthcare during retirement? (a CNBC article estimates that a retired 65-year-old couple can expect to pay $275K in out-of-pocket health care expenses, not including long-term nursing care and rehabilitation, but only have a 50 percent chance of covering those costs).
3. Will I be able to maintain my lifestyle and legacy after retirement? (According to the Bureau of Labor Statistics, the average adult between ages 65 and 74 spends almost $49,000 a year, but only has $152,000 saved for retirement).
Your financial health is just as important as your physical health. And just as you may already have a primary physician to look over your physical health, you may already have a financial advisor to look over your financial health.
However, when it comes to a major medical decision, you’d likely want a second opinion, right? The same care and concern should be given to your financial health, and Tremblay Financial Services would be happy to offer that second opinion. Your “financial health checkup” is free.
What do you have to lose? Chances are, it’s more than you might realize.
President & CEO