Investment & Money Management
Am I contributing the proper amount to my retirement plan at work? Should I be putting away money for my kids’ college? If so, how much? Should I start an IRA? When can I retire? How much can I withdraw yearly until I run out of money? What kind of car can I afford? Is it responsible to get a porsche?
Take a moment, or two, to discuss your questions with us and we can use our experiance to help. These types of questions do not have one size fits all answers. Your life is complicated and the answers to these financial questions depend on a variety of factors. We use specialized software to help you understand your situation better and create a financial blueprint for you. This includes a variety of both emotional and financial assessments. Using this blueprint, along with your goals, we can discuss different investment strategies and risk levels to decide on the right one for you.
Orca Financial Group believes money is all about math and risk management. We do the math to figure out what the right level of risk is for you to be taking. We believe in taking the least amount of investment risk for you to meet your financial goals.
Once we understand the intricacies of your life, we create several strategies to present and help you decide on which is the right one for you. We don’t expect that you understand as much as us about the financial system, but we will explain as much as we need so that you can feel comfortable knowing what is going on with your money. We have a strong belief that you will have greater confidence in your plan with this education.
