Our mission is to help people to make smart choices while preparing for and entering retirement. To do so, our firm, StraitGate Financial LLC, offers two different planning options from which to choose from based on your specific financial needs. These options are retirement income planning, specialized for those both planning for retirement and those already retired, and investment planning.
A retirement income plan will look at investments, Social Security benefits, pension, debt, insurance, taxes, retirement savings, and provides retirement income projections. If you are still working and preparing for retirement, we will concentrate more on retirement savings. If you are already in retirement, more emphasis will be placed on retirement income through Social Security Benefits, investments, and pensions.
An investment plan will look at your current investments, reviewing your allocations, risk levels and performance, retirement savings, and investment managers.
An estate plan review is not included in a retirement income plan or investment plan, but can be done upon request for an additional fee.