"I enjoy waking up and not having to go to work. So I do it three or four times a day."
- Gene Perret, author
Retirement planning involves evaluating your current financial standing and developing a strategy that will help to ensure a desired retirement lifestyle.
Because your retirement years can span decades, retirement planning will likely dominate other financial goals. A successful plan should address ways to maximize growth and tax-efficient distributions.
Every retirement plan we develop for our clients contains a detailed set of financial projections that can be used to address questions such as:
- Can I afford to retire early?
- How much do I need to save now in order to maintain my lifestyle in retirement?
- How much can I safely withdraw each year to avoid outliving my money?
- Should I keep an emergency reserve fund of cash?
Retirement planning is an ongoing, dynamic process. We will monitor your plan and update it to reflect changes in a your life, tax laws and market performance.