Begin by asking yourself the following questions:
Have you fully outlined your objectives for retirement?
Do you understand where your income in retirement will come from and how long it will last?
Do you have an investment strategy in place to protect and advance a lifetime of assets?
Are you satisfied with the performance and ongoing management of your investments?
Are you receiving the objective and impartial advice you require?
Do you understand and feel confident about your current financial strategy?
These are among the many considerations and decision points you must work through to make confident decisions about when and how to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to minimize taxes and maximize income potential.
We understand the unique needs and challenges investors face who are retired or about to retire. Through comprehensive planning, we can help you prioritize your goals and develop a strategy to help preserve your retirement assets.
