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A Woman’s Guide to a Pleasant Retirement
How to Overcome the Midwestern Money Mindset and Give Yourself the Four Permissions
SERVING THE MIDWEST
Canton Financial Advisors
When you are looking for a Canton financial advisor, you are looking for someone that understands a midwestern approach to life and money. A big box firm’s financial advisor in Canton will often over-complexify your meetings because they don’t understand your desire for sound financial strategy delivered simply through conversation.
Talk to a financial advisor in Canton about your wealth building & retirement options
When you have a midwestern approach to life: simple living, good savings habits, steady career, and family-orientated, you can wake up near retirement with savings of upper six or multi seven figures to invest. You think it should feel good and easy, but it actually feels disorienting. If you worry about how to be a good steward of all that you saved through your career, reach out to an experienced financial advisor in Canton today.
Uncover what's financially possible for you
Financial
Clarity
Whether you are stepping into the drivers seat of your finances for the first time or entering a new transition, develop a sense of clarity about what you want, what you have, and how to get there.
Retirement Income Planning
The long-term goal of most money management is financial freedom, both during working years and beyond. We focus on you retiring with financial confidence.
Financial Planning for Women
Statistically, women often outlive their spouses and need extra support around their financial strategy, particularly when life change happens suddenly or unexpectedly.
LET'S DO THIS TOGETHER
Our Financial Approach
We use time-tested, data-driven portfolios and financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
LET'S DO THIS TOGETHER
Our Financial Approach
We use time-tested, data-driven portfolios and financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
Prudent Financial strategy in Canton
You want to feel good about your money again. You are looking for a financial thinking partner that will ask good questions and support & recommend good choices for your financial strategy. However, most advisors you’ve encountered start with charts and financial jargon. It makes you doubt that you are doing it right. You find yourself checking out of the conversation which concerns you.FINANCIAL ADVISORS WHO UNDERSTAND YOU
At Pleasant Wealth, we understand that whether it is your Social Security, OPERS, STRS, or retirement account – you want a Canton financial planner to manage your investments, help you create a sustainable income, lessen your lifetime taxes paid, help you transfer the money well to the next generation or to charities. We work with you to design a financial strategy that you feel good about and you understand to the depth you desire.
Ready to get started with an experienced Canton financial advisor?
If you have questions and are ready to create a financial strategy that supports your retirement goals, we invite you to start a conversation. You can meet us virtually or meet our financial advisors in our Canton office. It’s time to feel good about your money again.