Retirement Planning Overview
You work hard all your life and want to be able to enjoy your retirement! We want to listen to you, understand your retirement goals, and accordingly offer solutions to tailor to your needs. The path to achieving your retirement goals can be daunting - let us walk you through all the hurdles
We work alongside you for guaranteed results.
- Establish an income target – determine how much money you will need every year of retirement, and don’t forget to factor in inflation! A general rule of thumb is you should try to replace about 75% of your pre-retirement income every year in retirement
- Choose appropriate retirement account – there are many choices, including traditional IRAs, Roth IRAs, 401(k)s, SEP IRA, solo 401(k), individual brokerage account, etc.
- Understand your risks (longevity, inflation, health care, asset allocation, withdrawal rate)
- Plan and investment according to your age and risk tolerance. It is important to consider a portfolio that aligns with your goals, risk tolerance, and age.
- Review regularly – retirement planning goals should be reviewed on a regular basis to ensure that you are on track to achieve your retirement goals.
Why Our Clients Love Us!
Listen First
We want to offer solutions that fit your needs, so we always start by listening to you!
Client Needs
We offer solutions that fits the needs of our clients by taking a fiduciary-based approach.
Experienced Team
Our team has decades of experience and we want to leverage that for the needs of our clients!
Peace of Mind
Our goal is to remove your stress associated with managing your finances - let us be the CFO of your life!
Ready To Talk
Contact Us today for a free consultation!
Let’s setup a time for us to connect to see how we can be of service to you!