The TRICK to Financial Efficiency

Back in the day, when your car was making strange noises or throwing error lights on the dashboard, your mechanic simply needed a trained eye and ear to figure out the problem. As technology advanced, a mechanic may need innovative mechanical training and equipment to diagnose the issue. The engines and systems have continually become more complex.

More often than not, your engine is now hooked up to a computer to properly diagnose and fix hidden issues. Problems are often identified faster and more accurately than before.

Your money and financial strategies are no different.

Now-a-days, retirement isn’t as simple as a 401(k), pension or savings account. We treat your retirement strategy similarly to an advanced car engine. How do you know it willwork at maximum efficiency during retirement? Just like a performance car mechanic, we stress test your wealth engine, ensuring it stays in tip-top condition, while exposing potential issues.

Wealth friction is one hidden danger that can steal the money you worked so hard to earn. At Granite State Retirement Planning, we use the acronym T.R.I.C.K to help you understand how your money can be lost due to unnecessary friction:

  • Taxes
  • Risk
  • Investment mix
  • Cost
  • Knowledge gaps

There are five areas where your money can be lost.

It’s essential that you have your wealth-engine stress tested. Meet with us, let’s make sure you strategy runs efficiently!

Start with our free report!