When you think about your retirement do you picture traveling, eating at fancy restaurants, playing a round of golf each day? Or do you picture a more stay-at-home and spend time with children and grandchildren lifestyle?
Whatever your dream retirement entails, we can help you get the financial resources you need to turn that dream into reality. We can also help you peace of mind that comes with knowing your family has financial security.
If you want to leave a sizable chunk of estate to your children, secure your grandchildren’s college fees, or just keep your favorite dog in gourmet dog food, you’re going to need to plan carefully.
Tax and inheritance laws, and tools like trusts, must be understood in order to properly preserve your estate for any heirs.
Your Ranger Investment Plan allows you to lean on our experience while developing your own customized plan. As you proceed forward toward retirement you will enjoy the assurance of having a professional financial planner looking over your shoulder along the way.
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Ranger Investment Planning is a service of Rockport Wealth, LLC a Registered Investment Advisor with the State of Ohio’s Department of Commerce Division of Securities Rockport Wealth, LLC does not provide tax or legal advice and offers financial planning and investment management services only through a signed Agreement with the client. Please see our CRS & ADV Disclosure Document.