Financial Planning
You want the same standard of living in your retirement years as you are enjoying in your working years, without the fear of running out of money. We can help you determine where you are today in relation to where you want to be in the future, and we will help you build a plan to help you get there.
Remember the formula:
Time + Amount Saved + Your Return = Your Result
Lack of one requires overcompensation by the other two. We will show you what those numbers look like for your personal situation so you feel in control of your future retirement.
If you are serious about your financial future, you should know the ANSWERS to these four questions:
- What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
- How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy?
- Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
- If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?