Thinking About Retiring Soon?

We know you have questions. Let UPAL help.

thinking about retirement

Nearing retirement and not sure if you are invested to meet your goals? Think you only have until your retirement date to build your portfolio? Many physicians who are just a few years from retiring may not realize that they must continue to re-shape their retirement planning, even in retirement.

And you don’t have to hire an expensive advisor to help you determine if your current investment selection is the correct one. We know you have questions. Let UPAL help. Work with a team of experienced, proven pros to help you with your retirement planning. Call us to schedule an appointment for a no-cost consultation. As we’ve done with many other UPAL members over the years, we will sit down with you and discuss how you should be preparing as you near retirement. Remember, retirement planning doesn’t retire when you do.

Contact UPAL today to set up a time for us to meet with you. You can reach our office at 918-474-5585.