Financial & Retirement Planning

There are always new horizons to contemplate and look out for, whether you’re planning for retirement, safeguarding the retirement you’ve built, or refocusing your assets in the face of life changes and new possibilities. 

Geffen Mesher’s approach to financial and retirement planning mirrors what we do across the spectrum of our services: help clients mitigate risks, minimize exposure, and maximize the rewards that come from following a proactive plan. 

“There are always going to be periods of growth, followed by periods where things slow down and maybe even dip. That’s the nature of the economy. Our job is to keep our clients ahead of those dips, and make sure they’re able to take advantage of new opportunities, whether they’re still in business or if they’ve moved into retirement.” John Lorenz, Shareholder

Many of our clients have been with the firm for decades. We’ve seen them start their businesses, grow their companies in ways that bring in new resources and people, expand, merge, build to acquisition and more.

In many cases, when the original business owner steps away, we continue to support the business, and also continue to work with the owner in his or her new phase. The way we’ve structured our firm over time supports our ability to adjust as clients change, a fact that also reflects our insistence on hiring and maintaining skilled, experienced professionals who understand the importance of forming strong, lasting relationships. 

Our financial planning and retirement services support wealth management, estate planning, retirement plan distributions and elections, personal financial statements, financial consultation and computations, and more. 

When it’s time to talk about your planning, talk with Geffen Mesher.