3 Simple Steps to Plan Your Retirement

Discovery
Step 1:

Discover

Explore your retirement goals and objectives.

Strategize
Step 2:

Design

Get a custom strategy designed uniquely for you.

Implement
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.

Are You Ready for Retirement?

Download your complimentary copy of 5 Steps to Retirement! Fill out the form below to get your copy.

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