Helping our clients make wise financial decisions so they reach their personal goals.
Could we outlive our savings?
I’m recently divorced, how do I organize my finances?
I am suddenly alone, what do I need to do?
Am I making the right investment decisions?
C.T. Kares Advisory Group, Inc.
Our clients are busy people. Some are mid-career professionals, some are divorced or widowed. Many are approaching retirement or already retired. Their goals include accumulation of funds for retirement, generating income, achieving legacy goals for their family and favorite charities. They want to feel confident that they are making sound financial decisions. Since 1988 clients have come to us for the expertise gained over many years of helping people just like them. They want a collaborative approach that incorporates their personal goals and values into the process. They know they can rely on us to help manage the emotions connected with money, and that we will be there for them and their children through all of life’s transitions.
We want to fully understand what is important to you, what motivates you, what worries you, what money means to you. This personal approach results in strong relationships with our clients.
Every client has his or her own unique situation, whether they are caring for an aging parent while balancing their own family or perhaps someone is suddenly alone due to death or divorce. We can help you prepare for your family transitions. We provide guidance and tools to help you organize your financial life so you and your loved ones can face the future with confidence. We help you sort out the difficult questions in order to have peace of mind that you’re prepared for what’s ahead.
How will my retirement income compare to my income now? What needs to be done to my 401k or 403b after I retire? How do I live off my retirement savings and not outlive my savings? We can design an investment portfolio to take into account the effects of inflation and your need for the income to maintain your standard of living. We provide you with the education and guidance you need to confidently plan for retirement.
Owning a business can provide much of what a person desires in terms of success and fulfillment. But in the end, what may be most important of all is for the owner to leave the business under the most favorable circumstances possible. We believe that a comprehensive exit planning process is the best way to achieve this objective. Over the years, we have formed relationships with expert professional advisors who come together as a team to help a business owner prepare for what may be the most significant financial event of his or her life.