Baby Boomers

The term “baby boomer,” typically assigned to the generation born between the mid-1940s to the mid-1960s, represents the very people who are coming to retirement age by the tens of thousands every day.

The reason we decided to address the needs of “Boomers” in our practice is that there is a real need for education and advice when it comes to wealth management solutions.

We find that many pre-retirees and retirees are not adequately prepared for the financial realities of longer lifespans, and what retirement looks like. If you are not yet retired, now is the time to consult with a knowledgeable retirement planner. Fortis Lux Financial can assist.

If you are already retired, we can review your existing plan and recommend adjustments where feasible.

Contact us for a conversation about your retirement planning strategy today.