Soon-to-be-Retired

There can be a high level of apprehension as you approach the age at which you’d like to retire.  You may be thinking about the transition from a salary you have counted on every pay period to drawing your income from your retirement accounts. 

The most common question we are approached with is “Have I saved enough to be able to retire when I want and live as I’d like?”  While we can’t definitively answer this question, we can discuss your desires, develop some assumptions and provide you with a projection analysis.  This may help you determine if you’d like to work and save longer or retire sooner, adjust your budget to be able to live on a lesser or greater amount than you had previously planned upon, or assume a higher or lower level of risk on your investments. 

Contact us today to discuss how we can provide you with greater clarity as you approach this major life event.
 
Please refer to Our Services for more detailed descriptions of what services we can provide to you and your family.