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You have dreams, big ideas and you finally have time to do them. You're not stopping, you are starting something new. We provide advice for people like you. We know that retirement is a lifestyle change. We show you how to manage the assets you've saved over the years. Our reputation is built  on working with people who want to make the most out of their lives at every age.

Financial wellness begins with discovery. We'll help you articulate, clarify and prioritize your financial goals. Is it retiring comfortably? Sending your grandchildren to college? Passing wealth to your heirs or your community? Probably all of the above. Setting goals is vital, but so is prioritizing and understanding the tradeoffs.

With goals in hand, we will quantify where you are now, define where you want to be and when. We can then make informed decisions about the most appropriate investment strategy that will help you reach your objectives and is consistent with your risk tolerance. Long-term goals require long-term patience so we encourage our clients to adopt a strategy they can live with.

Next comes evaluating and implementing your strategy. Then based on our knowledge and experience we'll offer suggestions to help you get there.What specific mix of investments, tax strategies, and financial tools will increase the likelihood of goal achievement?

Finally, all investment and financial strategies are monitored faithfully. Are you on track for each goal? Is the road to financial wellness clear? If not, what do we need to change?

To effectively develop, supervise and manage a sustainable retirement income plan, clients are best served through an holistic and integrated approach to track progress versus goals and to document and make adjustments to the plan.

We see you, your life, and the way you should invest and reach decisions from a unique perspective. Where you want to go in life — and managing the risks that can hamper your progress — is what really matters.
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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  866-610-5559, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.