Our Process
3 Simple Steps to Plan Your Retirement
Step 1:
Discover
Explore your retirement goals and objectives.
Step 2:
Design
Get a custom strategy designed uniquely for you.
Step 3:
Implement
Take the first steps to a stress-free retirement.
A Successful Retirement Strategy
As we prepare your personalized retirement strategy, we’ll ask you to consider the following:
- Where do you see yourself in the next 10 to 30 years?
- What is your tolerance for financial risk? Is your current portfolio over-exposed based on your nearness to retirement and economic outlook?
- How are you prepared for unexpected life events?
- Where will income come from in retirement? Will you have pension payments, dividends, Social Security, or other forms of income?
- Be prepared with a list of all your assets, including current accounts, retirement assets, and home equity.
- When do you expect to start relying on your assets to cover living expenses?
- Do you have an estate plan? This is not only important to ensure your assets are distributed per your wishes, but it can reduce taxes and ensure your health and care needs are met.
Election Uncertainty?
From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty. This guide explores:
- The impact of presidential elections on the stock market
- How campaign promises could potentially affect your finances
- How the years preceding elections can maybe provide some clues about their potential impact
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