1811 Traymore Road
“The question isn’t what age I want to retire, it’s at what income.” - George Foreman
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Tonka Financial Services, we understand the many concerns individuals and families face as they prepare for retirement, whether that is fifteen years away or you are already retired. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice and guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Determining the right fit for your money is the best place to start. We take the time to understand your needs and goals to get you the best strategy for success.
First we get a clear understanding of your situation, wants & needs. Then we engage you in our process.
What happens now? You did the work, now put it to good use.
The ATS software can be utilized as a stand-alone financial planning tool to illustrate a "roadmap" to retirement for clients, or as an effective implementation tool for other financial planning softwares.
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The SECURE Act