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 meeting person to person and understanding your portfolio and what you want your future to look like.
Tim Buggy, CFP®
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
It's not just about finding the right investment options. You 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.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.