Making the transition from working to retirement isn’t always as straightforward as it sounds.
There are a lot of things to think through and plan for, such as:
What if I need to use my retirement savings because of an unexpected illness or unplanned home expense?
Will I still be able to take my annual vacation?
When should I start taking Social Security?
Do I have enough money to last through my retirement?
How can I make sure I can take enough out of my savings each year to continue my current lifestyle but not so much that I'll run out of money?
Will I be able to leave anything to my grandchildren?
What should I do about increasing taxes and inflation?
Helping you identify and work toward your financial goals
Is our top priority.
We can help you think through the “what-ifs” and develop a strategy designed to keep you on track to financial independence.
As you prepare for retirement — and what should be some of the best years of your life — you deserve to have a confident, independent retirement that includes a steady and reliable stream of income that will last as long as you do.
We can help.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 847.786.5170 today!