Retirement Planning

If we were forced to choose a single age group for which the Aurora Financial Group maintained a focused expertise, it would those approaching or living in retirement. Aurora’s multi-faceted, holistic approach is ideally suited to deal with the needs of families that are no longer active wage earners.

Investment planning for these age groups tends to be even more concerned with principal preservation and conservation. Growth strategies tend to eschew areas of greater volatility. Risk management tends to be more health-care oriented. Estate planning and concerns for succeeding generations are frequently and thoroughly addressed. Since health care and specialized residential needs eventually become a concern, Aurora’s services have extended to include social service and elder needs counseling.