Many of our clients are approaching retirement or are already retired. Others may be considering changing jobs and need financial advice. For those who recently separated from their spouse, a one-size-fits-all approach may no longer be suitable.
As time goes on, caring for an aging parent or spouse could affect our financial decisions drastically, with previously simple solutions no longer complementing our current needs and concerns. Alternatively, owning a business or selling a business comes with its own unique financial implications and questions.
Whichever situation you find yourself in, we’ll be here to serve you because we ourselves have been in your shoes before, and a large portion of our advice draws from our own personal experiences, as well as our extensive professional education.
While we like to help a variety of people,
some of the types of clients we serve include:
AT&T Employees and AT&T Retirees
Whether you currently work for AT&T and have questions about your 401(k) and pension benefits or have been retired for quite some time, our team is well-versed in situations just like yours. We’re eager to eliminate any mystery behind your retirement decisions so you can look ahead to the future with confidence.
Our experience working with current and former AT&T employees has provided us with in-depth insight into the problems and obstacles that may come up as you plan for your next chapter. Let’s make your next transition the best one yet!
Energy Employees and Energy Retirees
Planning for your retirement and have questions about your 401(k) and pension benefits? Currently retired and wondering what to do next? At NetWorth Financial, our team is constantly looking for ways to maximize your wealth so you can live a comfortable retirement with minimal financial concerns.
Small Business Owners
From salons to retail shops, we help a variety of businesses put their best foot forward. At the heart of any successful company is organized (and optimized) finances. From attracting and retaining great employees to maximizing retirement savings plans, our goal is to ensure everything remains in order so you can do what you do best.
Throughout your business’s lifecycle, we’ll be here to address any questions or concerns so you feel confident about every step you take. As a small business ourselves, we understand — and appreciate — the hard work you have put in to get to where you are today.