Looking At Retirement
Decisions At Retirement
Living On Your Investments
Providing A Legacy
Health And Independence
Plans For Small Businesses
Who I Am
Looking At Retirement (40s to 60s)
The kids may still be in college, and a wedding may still be on the horizon, but you are starting to think about retirement. Maybe you want to retire early, maybe you don't. Think about:
- How much will I need?
- How much will I have?
- I haven't started to save yet, can I catch up?
- Where's the best place to put my money?
- Am I paying too much in taxes?
- How do I plan this out?
Where do you want to be in 10 years? It starts by setting aside an hour to talk.
An independent view can tell you where you are. It lets you know if you're on course, or it can provide direction to reach your destination.
It's about identifying the numbers in a real world way.
Your current total assets and liabilities, income and true living expenses, savings, the real world living expenses in retirement, savings needed for retirement based on your goals.It's about being comfortable and confident with how you are investing your money.
Your protected money vs. growth money, your comfort zone for investments, diversification choices, who's watching your money.
It's about investment selection that's based on a defined process and targeted to provide good choices.
Your money is invested in choices with a proven investment manager, and a process with the goal of providing continued, consistent performance.It's about an investment professional who stays around to help.
Your plan started, periodic reviews with you to see that the plan meets your changing needs, updates to the plan due to investment performance, tax law changes, economic conditions, and other external conditions.
Emphasis On Protecting Your Money While Providing Growth