It has been said that individuals spend more time planning their next vacation than they do for their retirement. Many of us have trouble thinking about the long term and preparing for it. We're too caught up in the daily "stuff" or the immediacy of the moment to plan for the future. If this is true, how is anyone supposed to be able to think about something in the distant future – like retirement?
If there is one question that seems to be most on people’s minds today is, “will I outlive my money?“ They are simply frightened about their financial futures.
As financial planners, one of the most important values that we bring to the planning meeting is that we are removed from your circumstances, employment, or any investment bias. We spend considerable time remaining current with the most effective retirement techniques. It would be difficult for you to match this collective effort -- historically and in future years. And if you are already close to retirement, we can help you ease through your financial transitions.