“You can be young without money but you can’t be old without it.”
– Tennessee Williams
Whether you are young and working, preparing for retirement in the coming years or are currently retired, 3 Rivers Wealth Management Group can assist you in insuring a successful retirement. Our Personal Financial Consultants are uniquely qualified to assess your vision of the future and evaluate your current reality. Our highly personalized services allow us to:
• Assess your vision of the future and evaluate your current reality.
• Develop a comprehensive, written financial plan, through our affiliation with MACC and MAFM, that out lines specifically how you will achieve your vision of retirement by utilizing sound, conservative and attainable assumptions and solutions.
• Implement your financial plan using the appropriate solutions and services through a collaborative relationship between consultant and client.
• Monitor your financial situation on an ongoing basis with your consultant to insure you are staying proactive vs. reactive as events warrant.
Assess – Develop – Implement – Monitor