Wealth Management
At Caffrey Retirement Solutions, we know that sound financial guidance involves more than simply giving advice on choosing investments. We take a more holistic approach — taking time to understand each client’s unique situation, lifetime goals, and specific needs.
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Strategy
We get to know what your goals are, and review your current situation. We can’t set a good course for tomorrow if we don’t know where we are today.
Wealth Management & Planning
Our Approach
At Caffrey Retirement Solutions, we develop an investment policy with our clients and create and manage a portfolio based on that policy. We determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client’s prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client’s stated objectives (e.g. conservative, moderate, balanced, growth, aggressive), as well as tax considerations.
Caffrey Retirement Solutions
