Financial security and the freedom to enjoy life after our working years is a goal that many have in common. What many do not share in common is the sufficient planning and attention necessary to achieve the goals. As your advisor, our role is to be sure that we ask the important questions, and work together to formulate a strategy to achieve your dreams.
Have you considered what kind of lifestyle you wish to maintain during retirement? Is it realistic to your circumstances? Will you be able to live at least as well as when you were still working?
Did You Know
With modern healthcare and continual advancements we are living longer. It is not unrealistic for people to expect to live 25 or 30 years in retirement. Will your money last that long?
It is very important to understand how you will fund your retirement. Does your employer offer a retirement plan? Do you fund IRA accounts? Is your current rate of savings adequate?
What about Social Security
Proper consideration to social security benefits and the options related to these benefits is very important. A comprehensive retirement plan will address how social security will play a role as well as optimizing what is available.
We offer a complimentary, no obligation exploratory meeting. The 30 minute appointment will enable you to talk with a professional about your financial goals and objectives and determine if we are a proper fit for your needs.