Retirement Plans
Having a heathy retirement plan is much more involved than deciding when you want to hand over your office keys and where you want to go on your first retirement vacation. We want you to enjoy your retirement, but we don't want you to come back from your trip broke!
A healthy retirement plan comes from completing a thorough retirement assessment. This includes projections of assets and income needed for retirement, reviewing expenses, and analyzing current amounts being saved for retirement to determine if sufficient. Some of the many other factors to consider are how to maximize social security benefits, how your physical health plays a role, and if you desire to leave a legacy to others.
Put your mind at ease by getting a retirement plan in the works now.