John Lennon, in his song to Sean, sang “life is what happens to you while you’re busy making other plans.”
At Wharf Financial, we believe that creating a meaningful financial/retirement plan is like creating a marvelous piece of improvisational music. We listen, question, and verify for the goals that are important and specific to you. We then formulate a strong and clear roadmap that becomes the foundation of your plan. However, like that great piece of music, we leave enough room to enjoy the unexpected wants and joys that are the essence of life, as well as to be prepared for the certainty of uncertainty. Think of it like your GPS… a great tool to get you where you want to go, with the flexibility of making changes along the way. We refer to this as your RPS – your Retirement Positioning System.