Greg Liszka, CFP®, RICP® of Iron Point Financial will help you answer the most-asked questions about what it takes to create an effective retirement plan in today’s market.
If you’re thinking about switching your financial planner or getting started for the first time, you should keep a few things in mind when considering us:
In a world where ”best practices” usually involve sending prospective clients to long forms with multiple choice questions, our company has been founded upon the belief that every client is unique and needs a plan that will help them reach their unique goals.
Building long term relationships and helping clients reach their goals is our highest priority. We are willing to put in the hard work required to serve our clients where they are today, while being accountable to help them grow into a great future.
Learning from our experiences in helping others, we have created processes and tools that inform us to give you advise that empowers you to be confident in the steps that you are taking to reach your financial goals.
As we listen to you & assess your goals, we will develop & execute a plan that has been custom built for you.
We will meet with you each year to review and adjust your plan so you can face your future with confidence.
Being Confident in your progress gives you the freedom to invest your life in what matters most.
Financial Security
Planning for retirement helps you work toward a more secure financial future. By setting aside money and making strategic investments, you can build a nest egg that can help provide for your needs after you stop working. This helps you to maintain your desired lifestyle and cover expenses such as healthcare, housing, and leisure activities.
Freedom and Flexibility
Retirement planning can help to give you the freedom to choose when and how you want to retire. With a well-thought-out plan in place, you can decide whether you want to retire early, continue working part-time, or pursue new passions and hobbies. This flexibility allows you the possibility of enjoying a fulfilling retirement on your own terms.
Peace of Mind
Knowing that you have a solid retirement plan in place can bring peace of mind. By proactively saving and investing for the future, you can alleviate financial stress and worries about how you will support yourself during retirement. Having a clear roadmap for your retirement years gives you confidence and allows you to focus on enjoying life to the fullest.
This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
We serve the Greater Pittsburgh and Eastern Ohio Areas. We have offices located in both Grove City, PA and Greenville, PA. If you are looking for a financial planner near you who is committed to helping you with wealth management, we are here to help!
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