That’s what our clients keep telling us they get from working with us. We help our clients build confidence that they are on pace to reach their goals; Confidence that they are invested correctly and that they are employing the behaviors that are going to result in them achieving their goals. At Oak Road Wealth Management in the Kansas City area, we offer small business retirement plans for companies of various sizes.
We work with you to build a financial plan that takes into account the savings you’ve accumulated thus far, your current savings rate and your retirement goals. We help you determine your probability of success of achieving all of your goals and if it’s not as high as you like, work with you to help you close the gap. Once you’re retired, we help you manage your retirement income strategy and build your own paycheck as a combination of social security, pensions, investments etc. Together, we’ll regularly monitor and review your financial plan and help you manage your investments in a manner that reflects your needs.