Expert Guidance Through Life’s Greatest Transitions

Retirement – it’s an exciting yet daunting prospect. The culmination of 30 or 40 years of hard work, it’s a transition from everything you’ve known. We know it’s a big change, and it’s natural to have questions and concerns, particularly about your lifestyle, financial situation, and your family’s financial future.

At Varra Financial Associates, our goal is to answer those questions and provide you with the confidence you need as you make this transition. We work with you every step of the way to overcome challenges, navigate the unknown, and replace uncertainty with confidence. It’s about ensuring that you not only have the funds to enjoy your retirement, but that your children, grandchildren, and even great-grandchildren are also taken care of. We work with you to establish your legacy and ensure that your wishes are carried into the future.

Your legacy is a lot to entrust to anyone. Varra takes that responsibility very seriously. There is no greater honor than this, and we will create a unique strategy based on your needs, goals, lifestyle, and future plans.

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Our Services

Income Distribution
Tax Management
Investment Management
ROTH Conversion Strategies
Charitable Giving Strategies
Life Insurance and Long Term Care Planning
Estate and Legacy Planning
Social Security and Pension Analysis
Cash Flow Analysis

Why Work With Varra Financial Associates?

Why entrust Varra with your legacy? It’s a big ask and it’s not a decision to be made lightly. Retirement can be both exciting and unnerving. It’s filled with unknowns and potential conflicts – how can you be sure that you will be able to live comfortably and without worry after you retire? How will you ensure that your loved ones are provided for in the future? How will you make certain that your legacy reflects your values?

Of course, the situation is compounded for many by a lack of familiarity with retirement and estate planning. Even those with experience handling financial matters might not know how to ensure their spouse has sufficient funds to maintain their lifestyle, that a sick family member will receive care after they’re gone, or that their grandchildren will have the funds to attend college. We know that end-of-life planning is rarely simple. We provide the confidence and assurance that you need as you move forward.

Varra Financial Associates takes a team approach, providing you with multi-generational guidance and access to our team of advisors. Whether you’re trying to consolidate your assets under a single advisor and plan, ensure you leave a lasting legacy, or are trying to ensure that your family is well-provided for in the future, we can help.

Learn how our team can help you prepare for your future.

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The Assurance You Deserve – Understanding the Varra Process

Our goal is to help you face life’s transitions confidently, firm in the knowledge that your legacy will be preserved, that your family will be protected, and that the future is bright. How do we do that? It all comes down to our financial planning process:

  • Getting to Know Each Other – The first step is to get to know you. During this initial call or email, we’ll learn more about you and your desires for the future. We will also listen to any of the concerns you may have about retirement and assess whether or not we’re the right fit to help you reach your financial goals.
  • Gathering Data – A stable future is built on a firm foundation of accurate knowledge. In this next step of the process, we will go to work gathering all the critical financial information necessary to answer your questions, debunk misinformation, and decide on the specific steps necessary to help you reach your financial goals.
  • Discovery Meeting – With the information we need, we’ll schedule a discovery meeting. Our advisor team will provide different perspectives while we learn more about your current concerns and future desires and begin to build the strategy that will carry you forward.
  • Building the Framework – The next step is to build the framework that will support your goals and track your progress. Our team of advisors work together to create these recommendations that will ultimately help you make informed decisions about your financial future.
  • Your Plan In Action – The final step is to sit down once more and discuss what our team has learned, the framework we recommend, as well as possibilities you might not have realized were available. We welcome questions throughout the process, as we cement the strategy necessary to reach them. Once your plan is in place, our team will proactively assess and make adjustments that will keep you on track no matter the circumstances.

Take the first step in our process.

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Fees and Costs

We believe in transparency when it comes to fees so that you can make an informed, accurate decision about your legacy. A typical retiree client of Varra Financial Associates has at least five hundred thousand dollars of investable assets. Explore our full fee schedule.

Fees and Schedule