Why Choose Bouhall & Associates, LLC
In the complex world of retirement and finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a retirement plan help you get there?
Bouhall and Associates, LLC believes thoughtful, detailed planning can result in a life that you enjoy. Our holistic approach is centered around guiding and educating people to and through retirement with personalized strategies for you and generations beyond. From our initial meeting, we want to know what retirement means to you after working hard all these years. Once we have established your needs and ideal lifestyle, we will develop a roadmap to maximize what you have earned and saved to make the most of your retirement years.
Beyond your plan, we are here to provide guidance for several aspects of your financial future. No two retirements are alike. We also know plans change, so we have annual reviews to keep your plan in focus even with bumps along the road.
Through this collaborative approach, we aim to help retirees enjoy their post career years their own way.
Bouhall and Associates, LLC Guiding Values:
Integrity: Our role as your trusted retirement professional is one we do not take lightly. We strive to meet every interaction with care and professionalism.
Knowledge: Use our range of legal, tax and financial skills, continuous education and over 17 years of industry experience to provide you with informed retirement direction.
Continued Support: Through requested meetings and annual reviews, we want to keep the lines of communication open with you to maintain the roadmap as you pursue your goals with the most updated information.