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  • Assessing Your Current Situation

  • Making a Plan

  • Evaluating Your Retirement Income

  • Planning for Social Security

  • Managing Risk

  • Healthcare Considerations

  • Business Succession

Assessing Your Current Situation

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Do you know how much income you need your assets to generate once you retire?

YES
NO

Chances are you should reevaluate your retirement plan. Your financial circumstances, personal situation or retirement goals may have changed since the last time you reviewed your plan. Market turbulence may also have adversely affected your portfolio, making a fresh look important.



As you revisit your plan with us, we will take a look at factors such as:



  • Your income sources

  • Your assets and anticipated expenses

  • The rate at which you’ll be able to spend in retirement


You’ll also want to consider what appropriate adjustments may entail for you, for example:



  • Paring non-essential spending

  • Reallocating your investment assets

  • Reevaluate your retirement priorities and discuss tradeoffs


Contact us for help with reviewing your retirement plan and making the necessary adjustments to put you on the path to a comfortable retirement.



 

It's time to get started. Accurately determining the income your investments can generate and building in a buffer to preserve your retirement under difficult conditions takes considerable time and work.



Part of building a retirement plan is articulating your priorities and goals for life in retirement. By working with us, we'll identify these factors and discuss others that play a key role in a successful retirement plan, such as:



  • Your income sources

  • Your assets and anticipated expenses

  • The rate at which you'll be able to spend in retirement


Having a plan and continuing to adjust it over time can help put you on the path to a comfortable retirement. Please contact us to get started on formulating a plan to help meet your specific goals and objectives.



 

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Past performance is not indicative of future results.

It's very important to ensure that your assets are on target to generate the income you'll need to cover your expenses and achieve your goals in retirement. Learn more...

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