Recent events have changed so much about our lives. For some, it raised opportunities to assess career paths, financial plans, and the possibility of retiring earlier than expected. Whether your situation has inspired a new course of action or it’s simply time to think more concretely about the future, there are steps that you should take to get a clear view of your options.
At Wingate, we explore these avenues for our clients. We’re sharing some of our process and tips in order to help you understand what lies ahead and empower you to make one of the most important – and potentially most rewarding — decisions of your life.
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 list for 2022, which ranks and recognizes the top-rated investment advisors in the country.
The list is based on a methodology developed by CNBC in partnership with data provider AccuPoint Solutions, taking into consideration data that’s culled from more than 39,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.
