Retirement Planning
We love helping people retire the way they want to. This can look different for everyone, however, most clients agree that they would like to have a similar lifestyle and income in retirement to what they have while working.
Our Retirement Plan service helps our clients find the answers to these 4 essential questions:
- What rate of return do I have to earn on my savings and investment dollars to be able to retire at my current of living and have your money last through your life?
- How much do I need to save on a monthly or annual basis to be able to retire at my current standard of living and have my money last until life expectancy?
- Doing what I am currently doing, how long will I have to work to be able to retire and live my current lifestyle until life expectancy?
- If I don't do anything different than I am doing today, how much will I have to reduce my standard of living at retirement for my money to last to my life expectancy?
We would gladly help you find the answers to these 4 questions and then based on the answers, help you toward the retirement you are hoping for using our insurance, investment and wealth building strategies.
If you would like a Retirement Plan or more information about them
