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COUPLES AND INDIVIDUALS
PREPARING TO RETIRE

You’ve had a successful career, and now you’re looking forward to a successful retirement. But you have concerns. Have you saved enough to retire comfortably? Should you be saving more? And what other steps should you be taking now, while you are still earning an income, to help make sure you will have enough money to last the rest of your life?

The details of your retirement also may seem nebulous. You know you will be making a transition from earning a paycheck to living off what you have saved, but the specifics may leave you feeling anxious. It can seem like the more questions you ask, the more questions you have. You want a financial advisor who can give you the financial particulars of your retirement, including retirement plan withdrawals, Social Security benefits, travel, and taxes.

Questions you may be asking:

  • Do I have enough money to last my entire retirement?

  • What steps should I take now to help ensure a comfortable retirement?

  • How do I make retirement plan withdrawals without affecting my tax bracket?

  • What can I do to make sure I’ve got medical costs covered?

  • Can I afford my long-held dreams such as traveling?

When you partner with our financial planning firm, we will start with your ideal retirement. What does it look like? What are your goals and plans? We will assess your financial situation to determine whether you are on track for the retirement you envision. If not, we will craft a detailed Action Plan to help put you in a better financial position, providing accountability to keep you on course. And when you are ready to retire, you will already know the details of your cash flow and other needs so you can start this new chapter with confidence.

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