How much money do I need to retire?
This is a great question and serving as a Retirement Planning Specialist for over 30 years, I’ve been asked this quite often. It really depends on your lifestyle, and because no two people’s situations are the same, it can be a tough question to answer quickly. It’s above and beyond a retirement calculator or software package. It's about understanding your portfolio and what you want your future to look like.
Our team's collaborative approach involves working with you to create a retirement planning strategy that aligns with your personal long-term goals. Once we’ve established a relationship with you, we keep an ongoing open line of communication with you, actively review your plan, and make any necessary adjustments along the way. By working with you and getting to know your personal goals, we can establish a plan and line up investment options to help you meet those goals.
But as we all know, it’s not just about finding the right investment options. You also owe it to yourself to make sure you are paired with an advisor that specializes in retirement planning, is responsive to your needs, and always has your best interests in mind.
Check out our services brochure to find out WHAT WE CAN DO FOR YOU.
You’re invited to contact our office for a complimentary consultation when you are ready to plan for your future. Just click on the button below to set up a time to meet.
