Retirement Planning
Whether you are just starting out or close to retirement (or in retirement) we are here for you. We aim to be your financial partner along the way.
Planning for life after work can be stressful - we get it. We will work with you to create a retirement plan aimed at making your transition into retirement as stress-free and rewarding as possible.
Retirement Planning
A long-term approach to your financial wellbeing
Get to know you and your goals
Our approach to retirement planning is very personal. At the end of the day it's all about you and your goals. We are in your corner to help you identify those goals and plan accordingly.
Review your current position
Whether you've already started planning for retirement, have a retirement plan in place, or are looking to start the retirement planning process - we are here for you. We will meet with you and figure out where you currently stand. Subject to your retirement goals, we will then start the planning process.
Develop your plan
Aligned with your goals, together we'll develop a retirement plan. We are committed to creating strategies focused on a successful and enjoyable retirement.
Implement and review
As you get closer to retirement, we will make sure your plan still aligns with your retirement goals. We look forward to being in your corner as you embark on your retirement journey.
Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027