Within 5 years of retirement
We are here to make sure the light stays bright all the way until the end.
You are close to reaching the retirement you have dreamed of and it is almost time to rely on your investments as your primary source of income. The five years before retirement are the most important years of your financial life. You likely have many questions such as:
- Have I saved enough to retire and when can I retire?
- Am I taking too much or too little investment risk?
- Since I am close to retirement, should I save more in my 401(k), a Traditional IRA, or a Roth IRA?
- How does Social Security and Medicare fit into my financial plan?
We will listen, learn from you what your unique situation is, and find out what you need to retire comfortably. We will create a financial roadmap and find the right balance for your portfolio to help guide you to retirement.
Our planning process includes:
- Cashflow Planning
- Financial Planning
- Investment Management
- Deferred Compensation and Stock Option Analysis
- Social Security and Pension Analysis
- Health Insurance Analysis
- Tax Planning
- Estate Planning
- Debt Reduction
- Major Purchase Analysis
- Wealth Protection and Risk Management Solutions
- Client Education
You don’t want to head into retirement unprepared or procrastinate on developing a retirement roadmap. The planning at this point in your life is critical to ensure a fruitful and fulfilling retirement. Delaying planning for retirement and making the proper portfolio choices could be the difference between retiring when you choose or having to work longer out of necessity. Click below to get started with a no obligation, short consultation to begin your retirement preparedness journey.