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Approaching Retirement

As you're approaching retirement, know if you're financially ready.

When are you Financially Ready to Retire?

Winding down a career and deciding when to retire is a complicated and emotional process. In order to be secure throughout several more decades of life, it is imperative to have a retirement plan in place.

The landscape of retirement options has experienced a fundamental shift away from employer-sponsored pensions and toward self-directed 401(k) plans and other employee-managed investment accounts. This shift places the burden of saving and managing investments squarely on the shoulders of the employee. In addition, people are living longer, healthcare costs are rising, and the prospects of traditional entitlement programs, such as Social Security, being underfunded create a host of challenges that our parents and grandparents did not have to consider.

Now, more than ever, it is crucial to get an understanding of how much you still need to save (or work) in order to enjoy a comfortable retirement. You have spent the majority of your life working towards a retirement of leisure, and we feel that is exactly what you should be able to expect.

Our retirement solutions aim to identify, plan for, and help you stay on track with your retirement goals. Our objective is to help you minimize the stress of retirement planning so that you and your family can focus on what is most important in life. We work in close collaboration with you to develop a customized retirement plan that employs effective investment strategies to secure your wealth and manage key risks during every stage of pre- and post-retirement. Most importantly our retirement planning process puts us with you every step of the way by providing on-going monitoring and support for your full financial picture.

If you’re ready to get started planning for your retirement, or if you’re trying to decide when you can retire, contact our dedicated team. We will walk with you through the process and be there every step of the way.