Your pathway to financial confidence
Planning a retirement is more than just saving up a million dollars (even if that’s not a terrible start). At Strategic Planning, you’ll work with Jeff Murray, a financial architect who can give you a better foundation upon which to build your dreams. If you’re looking for a boutique firm in Grand Junction where you can get the personalized advice you need, you won’t likely find a better option anywhere in Colorado’s Western Slope.
Retirement Income Planning
Retirement income planning is an alternative to a standard savings plan. Instead of running through your wealth, you focus on the best ways to generate new income every month.
wealth
management
Wealth management in Grand Junction is a financial principle that asks people to zoom out of their portfolios. Instead of looking at just your profit margins or your tax deductions, you see it all as a bigger whole.
long-term
care
Long-term care is a specific type of insurance policy for people who suffer major illness or injury. So, if you need help with anything from hygiene to errands, you have a way to cover these expenses.
life
insurance
Life insurance is an investment for everyone in your life, including yourself. Whenthese policies have such a wide range of terms and conditions attached, though, it’s easy to choose the wrong coverage.
Points of Distinction
The Strategic Planning Difference
At Strategic Planning, advisor Jeff Murray helps clients in the Grand Junction area build better retirements. This 25-year financial veteran specializes in helping business owners get the best retirement plans, asset protection, life insurance, and long-term care packages available. If you have questions about how to secure your income, whether your portfolio is balanced enough, or how to implement better wealth management strategies, you’ll work with experts who can point you in the best direction.
