Getting Started
When you start saving for retirement is one of the most important decisions you can make. With the uncertainty of how long the Social Security Benefits Program will last, the decision of when to begin saving on your own, can make a tremendous difference in how much you have accumulated, by the time you wish to retire. Compounding interest is one of the keys to successful planning. The more years you have to save the larger the outcome should be.
Understand Your Goals
Retirement planning today takes on a whole different look than decades ago. Today, many people worry “if” they can retire, not just “when”. There are unlimited possibilities of how to spend your “golden” years. I will work with you to set goals and formulate a plan of how to achieve them. Your goals can change over time and that's OK. The key is to have a target in mind to give you something to aim for. Without that goal in mind, your motivation and focus will wander when other distractions come your way.
Strategize the Approach
This is not a one-size-fits-all approach. You are either currently working hard, or have worked hard to build during your working years. I strive to help you make your money work hard for you. Whether you choose to retire early, start a second career (because you want to), or go further, together we will coordinate a plan for you. Then when the time for retirement arrives, I will create a plan for how to fund those dreams you've worked so hard to achieve.
To Get Started