Ted Ferguson, CFP^®

RETIREMENT PLANNING:  With nearly 20 years of financial services experience, I am primarily focused in the area of designing and implementing investment strategies that match the retirement income needs of clients. Most people want to know how much money they will need to retire.  In my practice, I help people figure out what that number is.  We then implement the savings and investment strategy to achieve it.  When the plan is in place, I will monitor the results and recommend adjustments as warranted by a change in the client's situation, or changes in the economic and market conditions.

DIVORCE FINANCIAL PLANNING:  I provide specialized financial planning services for divorcing individuals.  Divorce can have a traumatic and emotional impact on all those who are directly involved with the divorcing individuals.  The financial issues surrounding divorce are often times very complex.  The impact of the financial decisions made during the divorce proceedings will last a lifetime.  In addition to seeking legal representation, it is also wise to seek financial and investment advice.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth