Retirement might be five years away or 35? Do you think you will never have enough money and be able to retire? Perhaps you are someone who just wants to “work less” as you get older. Whichever your situation is, we can help put together a plan for you. We know that life goes on after retirement, so we’ll also discuss any goals you have such as vacations or new ventures.
We take a snapshot of your current lifestyle expenses and work to forecast what those expenses may potentially be at retirement. We then factor in historical inflation, conservative investment returns, potential taxes, social security and any expected medical expenses to determine how much will be needed when you retire or decide to “take it slow”.
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