At Direct Financial, we understand that retirees face many important decisions that affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, and rising health care costs. In addition, taxes are by far the single largest expense facing retirees.
Because over 90% of our clients are pre-retirees or retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our clients appreciate the financial oversight and guidance we provide them.