Everyone knows they need to save for their retirement. But the 2 questions I hear most are “How much will I need before I can retire comfortably?” and “Where should I invest my retirement savings – both now and after I retire?” If the answer to those two questions were simple then I’d be out of work. As you might imagine, the answers depend on many unique individual factors. Asking the right questions and listening to your answers are the key to help us create a personalized retirement strategy designed to fit your needs.
However, I can tell you three common areas where I can help people focus:
With asset allocation* these three issues can be managed– the sooner you get started the better. We’re here to help you find YOUR unique path to retirement.
*Asset allocation is a strategy that allocates funds according to an individuals time horizon, risk tolerance and goals. It does not guarantee a profit or protection against loss.
The good news is that we are all living longer… the bad news is that we need to find a way to support ourselves much longer after retirement. We can help plan your path to and through retirement.
We provide full service financial planning, investment services and insurance for both individuals and businesses – and we do it with a personal touch.