OPTIMIZED AND EFFICIENT RETIREMENT PLANNING There are limitless active and passive strategies we can take to help you optimize your retirement planning. We usually end up striking a balance between aggressive and simplistic, optimized and balanced, and works – not just well, but well for you. We spend the time necessary to get to know you, your lifestyle choices that define your retirement needs, under all market conditions and over the long run. MAKING IT EASIER TO “STAY SUCCESSFUL” When markets become as volatile and as confusing as they’ve been, even the most patient investor begins to question their current investment plan. We know because we’ve been working with investors just like you for twenty-five years. We’ve seen markets come and go, rise and fall. And we can empathize with you ‘patience-running-thin’ folks who begin to find their financial and retirement plan structure troublesome. We’d like to help. Come meet us for a cup of coffee, and a second opinion. Together we’ll outline your financial goals, review your portfolio and begin discussing options for getting your next step, whatever that looks like to you. IS YOUR PORTFOLIO RIGHT FOR YOU? With the stock market at all time highs, may we ask? ‘Does your portfolio fit you?’ What are the risks you might be taking inside of your investment and/or retirement accounts? Do you know how your portfolio will do during the next major stock market correction? We have a process to help you understand all this; it's this process that we have shared with many investors-they were glad we did. To learn more about our risk measurement process, go here now, http://gratkewealth.com/risk-score/