Financial planning is the process of helping clients meet their financial needs today and reach their dreams and goals tomorrow
Whether you are in the process of building your wealth, or if you are near to or already in retirement, an Easy Retirement conversation with an advisor can make financial planning more manageable. Our Easy Retirement approach considers all parts of your financial life.
As you look ahead to the future, especially retirement, you may be wondering:
Now imagine the confidence you could feel with a GeaSphere financial advisor at your side to help answer your questions and offer the advice and guidance you need to map out a plan.
It is based on a personal relationship
No matter where you find yourself today or see yourself in the future, a financial planning relationship with a Geasphere financial advisor can help you find your financial balance and bring your dreams and goals more within reach.
Our Easy Retirement approach to financial planning starts with a one-on-one conversation. At its core is a personal relationship with an advisor dedicated to helping you reach the future you imagine, on your own terms, in a way that is convenient for you.
It all starts with learning about you. Your advisor will take the time to:
Listen closely to you and learn what you value
Analyze your current financial situation
Understand your feelings about managing money
Then your advisor will offer personalized advice and guidance to help you reach your financial goals. GeaSphere Advisors have access to a broad array of solutions to help you plan for your confident future.
And once you have a plan in place, you’ll feel greater peace of mind knowing that your advisor will stay with you over time, helping you track your progress toward your goals and making adjustments along the way when your life or dreams change.
We will help you achieve confidence
You will come away feeling more confident in the knowledge that you have the advice and guidance you need to help:
Cover your essentials. Essentials are the monthly expenses that keep your life running.
Ensure your lifestyle. Lifestyle is about the things that you want to do, and how you want to live, today and in the future.
Prepare for the unexpected. The unexpected are events that could derail your financial plans.
Leave a legacy. Legacy is about the impact you will make on the people, charities and causes that are important to you.
A sense of security can come from knowing you’ve gone beyond the basics and addressed the key areas of your financial life.
THE EASY RETIREMENT APPROACH
AN OVERVIEW
Start on the road toward your financial future call GeaSphere Advisors for a complimentary initial consultation.
GeaSphere Advisors does not provide legal or tax advice. Consult with your tax advisor or attorney regarding specific issues or contact our recommended CPAs at Bailey & Company at 401-949-3800.
GeaSphere Financial Planning Services are optional, offered separately and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may change over time.
Financial planning is generally appropriate if you have sufficient assets and income to address your financial goals and are willing to pay an investment advisory fee.
The initial consultation provides an overview of financial planning concepts. You will receive written analysis and/or recommendations.
The Easy Retirement approach is not a guarantee of future financial results.
Clients should review the GeaSphere LLC Disclosure Brochure for a full description of services offered, including fees and expenses.
Investment advisory products and services are made available through TD Ameritrade, Folio Institutional, Interactive Brokers, and Betterment. Insurance products and services are provided through the insurance companies used to implement actions identified to achieve financial planning goals. GeaSphere Advisors are independent agents.
We are here to help: Call 401-351-4900
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