Can you answer these questions?
How do you know when to retire, or if you can make ends meet, or if you can maintain your current lifestyle when you haven’t had the chance to “practice retirement”.
How do you make your money last as long as you do?
How do you get the income you need in retirement so you don’t have to worry about your daily expenses or having a little fun?
Retirement planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want.
Let us help you address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits. With knowledge comes the confidence to help you be aware of how likely you are to reach your goals and whether you are on track.
Below are common questions to ask as you approach retirement that we will help you answer and find the best solutions for with our holistic retirement planning approach.
When you are ready we are here to listen and to help you create a comprehensive holistic retirement plan that gets you where you want to be. Retirement planning is more than just "where do I put my money", although that is absolutely one important piece. However it is important to take a holistic view, incorporating all areas mentioned above. Our holistic planning approach will help you:
We are here to give you a no obligation, no fee first or second opinion. Start this next new journey heading in the right direction!