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Pre-Retirement Planning

If your goal is to put yourself in a good position when you retire but don’t know how to do it- then we may be able to help. Many people’s strategy is to put away as much as they can and just hope that they have enough to retire. With proper planning and helpful guidance, you can do much more than just hope. There are many different stages in a person’s life that they must adjust to. Many times, planning for their financial future falls to the bottom of a priority list. What we do is help relieve you of that burden of not knowing what to do, where to invest, how to plan. Getting going in the right direction early may help out tremendously down the road. Do you fall into one of these categories below?

  • You are saving money, but do not have any direct game plan or investment strategy
  • You have an excess cash flow and don’t know where to invest
  • You have built up a substantial amount in savings/cash and are unsatisfied with earning very little interest
  • You have a new job and your old 401(k) is still with your old employer with no guidance
  • You have an existing retirement plan or benefit and need some direction
  • You have life insurance through your employer and are not sure if it is enough

These are only a few of the circumstances that we find new clients in. Please see some of our resources below to find out more about saving for your future:

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Taxable vs. Tax Deferred Savings Calculator 
Saving for Retirement Calculator 
How Compound Interest Works Calcutor