Retirement Planning
How do you feel about your retirement plan? If you’re like most people, you probably feel that you’ve made good choices and saved consistently – but you’re not quite sure. What will your expenses be during retirement? Will your monthly income allow you to live the lifestyle you desire?
A comprehensive retirement plan can answer your questions and give you peace of mind about your future.
In putting together your retirement plan, we will:
- Identify your retirement goals and desired lifestyle.
- Evaluate your current financial standing.
- Identify any “retirement gap” between your savings and your goals.
- Create a savings and wealth accumulation strategy.
- Identify the right ways for you to save for retirement.
- Identify ways to maximize investment growth.
- Identify distribution strategies to minimize your tax burden.
- Project your retirement income and savings lifespan.
- Calculate how to leave retirement assets for the next generation.
Retirement planning should be a part of every comprehensive financial plan. It’s fair to say that for most people it should dominate when it comes to setting financial goals.
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