Will You Have ENOUGH?
The problem with the word “enough” when it comes to financial planning is that it's different for everyone; you might already have enough to finance your dream retirement while your friend might need to keep working for a few more years.
As a financial advisor who has worked in the industry for over 35 years, I know how important it is to not only create a plan that gets you to retirement, but to also develop strategies surrounding retirement income that might lessen your tax burden. Together we'll discuss:
Where you are now with your investments.
What insurance options might benefit you now and in the future.
How different types of investments might make a significant difference in retirement.
Financial planning that keeps up with inflation.
What your “enough” number might be.
How and when to access your retirement income.