Consultation
A cup of coffee, and a second opinion
Octo Capital is a Financial Planning Firm specializing in helping people plan for a comfortable retirement.
We offer, entirely without cost or obligation, an analysis of where a family stands at any given moment in their retirement planning.
We ask: are you on track to retire when you want to, the way you want to? Are your investments really suited to your long-term retirement goals? Do you know pretty much exactly how much money it's going to take for you to retire comfortably—and stay that way? How can your tax bill be reduced now and in the future?
We don't know anyone who wouldn't benefit greatly from finding out those answers. So we would welcome the opportunity to take you through the process of getting them.
Schedule a complimentary appointment today. After all, it doesn't hurt to know your options.
We offer, entirely without cost or obligation, an analysis of where a family stands at any given moment in their retirement planning.
We ask: are you on track to retire when you want to, the way you want to? Are your investments really suited to your long-term retirement goals? Do you know pretty much exactly how much money it's going to take for you to retire comfortably—and stay that way? How can your tax bill be reduced now and in the future?
We don't know anyone who wouldn't benefit greatly from finding out those answers. So we would welcome the opportunity to take you through the process of getting them.
Schedule a complimentary appointment today. After all, it doesn't hurt to know your options.