The average American today spends more time planning their vacations than they do planning for retirement. Almost everyone has a dream of retiring but few make the plans to actually get there. The one question we often ask is not what you need in retirement, but what you want in retirement. The discussion typically shifts from a “number” into values, ideals and who is important in their lives. The financial target is always important, but we should aim to achieve more than just numbers. Our work should also be seen as an instrument to help us provide for our families, contribute to our community, and enjoy the world we live in.
We believe in detailed retirement analysis in order to help clients save adequately while working and contributing to retirement funds that will last the rest of their lives. Contact us today to see how we can assist you with your retirement plan.