Financial planning and investment strategies
for auto industry employees
If you're an auto industry employee, you've got a lot on your plate when it comes to your money. You might have wondered some of these questions:
- How much income do I actually need in retirement? How do I plan and invest for that?
- How should I plan for large purchases and day-to-day expenses right now?
- How do I get a financial plan for my life that I understand?
- What do I do about my pension? What options should I choose?
These questions usually center around one bigger question: "Will I be ok?"
Schedule a meetingWhat I do for auto-industry employees and retirees:
Financial Planning
Together, we'll build a plan that covers all your financial questions.
Investment Management
Wondering how to invest for the retirement you want? I've got lots of options.
Pension Guidance
Decide between pension elections and get a plan for monthly retirement income.
Legacy Planning
I'll help you make wise decisions for how to pass on a financial legacy or live for today..
As a financial advisor to several past and present auto industry employees,
I’ve seen the mistakes made from those who don’t have a real plan or strategy for their financial resources. I’ve also seen the successes of those who have made the right decisions.
If you’re an auto industry employee (past or present), and you have financial questions you’d like answers to, schedule a free meeting with me. We’ll cover what you’re looking for answers to, how I help auto industry employees, and how to start feeling confident in your financial plans.
Schedule a meeting