Lasting Contributions.

You have almost done it all.  Your masterpiece is almost complete.  Now is the time to reflect on your past and put the finishing touches on your future.

What is your legacy?  How do you want to be remembered?  What do you still need to do?  Who do you want to influence?

At Walsh Financial Solutions, we know that you led a long and productive life, but you are not ready to quit just yet.  Health, independence, and longevity are still concerns.  And, you want to make sure that you are remembered and loved.

We help individuals in their Twilight Years answer financial questions such as:

  • Increasing medical costs are a concern for us.  How do we accommodate for them within our overall plan?
  • I have a lot of grandkids.  Can I help my children with their college savings?
  • I want to leave money to my church or favorite charity.  What is the best way to do this?
  • What if I live another 15 years?  Will I have enough money to last that long?
  • How do I make sure that everything is well-tended and easy to manage for my children when I pass?

You will gain knowledge, confidence, and wisdom through our mix of Financial Planning Solutions:

Financial Planning for Retirees
Planning for Singles or Suddenly Singles
Estate and Legacy Planning

Call Walsh Financial Solutions to set up a complimentary one-on-one Orientation Meeting and get started on your journey.

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