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Plan Well. Retire Happy.


Gratke Wealth helps individuals move from success to significance with active financial planning advice and management.


OPTIMIZED AND EFFICIENT RETIREMENT PLANNING

There are limitless active and passive strategies we can take to help you optimize your retirement planning. 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 family, and your lifestyle choices that define your 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 may begin to question their current investment plan. We know because we’ve been working with investors just like you for over twenty-five 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 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.


LIFE IS COMPLICATED, RETIREMENT DOESN'T HAVE TO BE

At Gratke Wealth, our retirement planning and investment services will help you and your family, protect and grow -- so retirement can be simple. Plan Well. Retire Happy.

Image Location: Mt. Jefferson, Oregon
Photo Credit: Mike Putnam Photography, Bend, OR