Cerity Partners

SpecialtiesClients who work with Leamnson Capital get honest answers to the tough retirement questions: Will my assets provide the income I want? If I live a long life, will I outlive my money? How should I invest my money in retirement? Sometimes, the answers to these questions may not be what is expected. And sometimes, adjustments need to be made to accomplish important financial goals. Whatever the answers may be, our clients move into and through retirement with confidence knowing they have a trusted partner to guide them along their journey. Our clients often share similar concerns: - I'm concerned I won't have enough to retire. - I'm concerned I will run out of money in retirement. - I'm concerned I'm taking too much risk in my investments. Can you relate to any of these concerns? Do these or other concerns keep you up at night? Our first priority is to address your most pressing concerns. We want to learn more about your personal situation, identify your dreams and goals, and set you on a path to achieve those goals. Long-term relationships that encourage open and honest communication are the cornerstone and foundation for success. Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. If you have questions, please feel free to schedule a short, no obligation phone chat, send me an email or give me a call.