Stages of Investing

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Stages of Investing

There are three distinct stages that almost all of us will go through on our financial journey through life. Whichever one you are currently in, Blossomhill has the services and solutions on hand to make sure your voyage is smooth sailing.

Accumulating

At this stage in life, wealth is being gathered and grown, and new responsibilities are being taken on. Maybe a new business enterprise is in its first stages of growth, or your career is blossoming. Perhaps a new or bigger house is on the horizon to accommodate a growing young family.

Blossomhill helps those in the accumulating phase to develop a plan to protect and increase growing wealth, which, in turn, enables you to manage your responsibilities more efficiently.

Pre-Retirement

Pre-Retirement is a critical phase. There may be concerns about planning for long term care, inflation eating into your retirement nest egg, the cost of healthcare, or how to avoid draining savings. While some pre-retirees will choose to continue working well into their “retirement years” because they enjoy what they do, for others, it may mean an uncomfortable time facing the realities of the amount of money that has been saved. Remove the worry of uncertainty and allow Blossomhill to help you implement a financial plan so that “retirement years” can be enjoyed to the full - the way you choose and not the way your finances dictate.

Retired

After working hard your whole life, and saving so that retirement can be enjoyed to its fullest, Blossomhill will help you plan and invest so that you live your best life in your later years. We help guide you through spending plans, pensions, charitable giving, and ultimately transferring your wealth. We look at how you can use all that you have accumulated in your younger years to live the life you want for yourself in retirement.