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WEALTH MANAGEMENT

OUR CLIENT-FOCUSED, HOLISTIC APPROACH

No matter where you are in life – just getting started or planning for retirement – you have goals and dreams.  Conducting an annual review of your financial goals and retirement strategies is an ideal way to check that your plans for your future remain realistic and on track. 

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life:

  • Wealth Management
  • Saving for College
  • Retirement Planning
  • Estate Planning – Wills & Trusts Planning


CORTBURG'S DISCIPLINED PROCESS

As a wealth management and retirement planning firm, Cortburg Retirement Planning uses a disciplined Four-Step process designed to allow the different pieces of your financial life to work together to create a strategy that seeks to build and protect your wealth. Though the resulting strategies and solutions are highly customized, this process enables us to provide a consistent and comprehensive experience to all clients.