OPTIMIZED AND EFFICIENT RETIREMENT PLANNING
There are limitless active and passive strategies we can take to help you optimize your retirement planning and 401(k) structure. We usually end up striking a balance between aggressive and simplistic, optimized and balanced, and works – not just well, but well for you. We spend the time necessary to get to know you, your team and their lifestyle choices that define their retirement needs, under all market conditions and over the long run.
MAKING IT EASIER TO “STAY SUCCESSFUL”
When markets become as volatile and as confusing as they’ve been, even the most patient investor begins to question their current investment plan. We know because we’ve been working with investors just like you for twenty three years. We’ve seen markets come and go, rise and fall. And we can empathize with you ‘patience-running-thin’ folks who begin to find their financial and retirement plan structure troublesome. We’d like to help. Come meet us for a cup of coffee, and a second opinion. Together we’ll outline your team’s financial goals, review your portfolio and begin discussing options for getting your next step, whatever that looks like to you.
If we find your plan is well structured to meet your long term and lifestyle goals – in spite of the economic climate, we’ll tell you so and send you on your way. If, on the other hand, we can find potential to optimize your plan because it may no longer fit with your goals, we’ll lay it on the table for you and get started recommending some alternatives. Either way, we’ll make it simple and the coffee’s on us.
BEHIND THE BOOT
David Gratke, founder of Gratke Wealth | David’s belief is that a life in balance is vital to reaching your own financial summit: that picture of what your financial future looks like, when it will be and how it will feel when you reach it. When David’s not helping businesses and teams plan for and achieve their retirement and financial goals, his trademark boots can be found en route to the slopes, cyclocross track, climbing a peak or riding the waves on the Oregon Coast.